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Benson Investment Management Company’s Encompass Health EHC Stock Holding History

Benson Investment Management Company’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20,738
Closed -$3.13M – 88
2017
Q4 		$3.13M Buy
20,738
+113
+0.5% +$4.3K 2.33% 10
2017
Q3 		$2.68M Buy
20,625
+107
+0.5% +$3.81K 2.21% 14
2017
Q2 		$2.5M Sell
20,518
-233
-1% -$8.53K 2.26% 10
2017
Q1 		$2.42M Sell
20,751
-56,225
-73% -$1.85M 2.39% 12
2016
Q4 		$4.06M Buy
+76,976
New +$2.5M 4.03% 1

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Benson Investment Management Company's EHC Position: Q1 2018 in Review

Benson Investment Management Company sold out of Encompass Health (EHC) in Q1 2018, closing a stake of 20,738 shares — an estimated $3.13M sold.

Benson Investment Management Company first reported a position in EHC in Q4 2016 and held it in 5 quarters. The position peaked at $4.06M in Q4 2016. 354 funds tracked by Wall St. Rank hold EHC as of Q1 2018.

  • Benson Investment Management Company reported no remaining Encompass Health position as of Q1 2018 after selling out during the quarter.
  • Benson Investment Management Company sold 20,738 Encompass Health shares in Q1 2018, an estimated $3.13M.
  • Benson Investment Management Company first reported a position in Encompass Health in Q4 2016 and held it in 5 quarters.
  • Benson Investment Management Company's Encompass Health position peaked at $4.06M in Q4 2016.
  • 354 funds tracked by Wall St. Rank held Encompass Health as of Q1 2018.

Based on Benson Investment Management Company's 13F filing for Q1 2018, filed 6 Apr 2018.