Berman Capital Advisors’s Encompass Health EHC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$34K	Sell	579 -412	-42%	-$25.9K	0.01%	817
2021 Q2	$61K	Buy	991 +425	+75%	+$28.3K	0.01%	511
2021 Q1	$36K	Buy	566 +5	+0.9%	+$326	0.01%	598
2020 Q4	$36K	Buy	561 +19	+4%	+$1.12K	0.01%	496
2020 Q3	$28K	Buy	542 +327	+152%	+$16.8K	0.01%	491
2020 Q2	$10K	Buy	215 +55	+34%	+$2.97K	﹤0.01%	754
2020 Q1	$8K	Buy	160 +108	+208%	+$6.23K	﹤0.01%	719
2019 Q4	$2K	Hold	52	–	–	﹤0.01%	1191
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	1170
2019 Q2	$2K	Sell	52 -40	-43%	-$1.94K	﹤0.01%	1179
2019 Q1	$4K	Buy	92 +40	+77%	+$2.03K	﹤0.01%	911
2018 Q4	$2K	Buy	+52	New	+$2.96K	﹤0.01%	856

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Berman Capital Advisors's EHC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Encompass Health (EHC) stake by 42% in Q3 2021, selling an estimated $25.9K and leaving 579 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #817.

Berman Capital Advisors first reported a position in EHC in Q4 2018 and has held it in 12 quarters since. The position peaked at $61K in Q2 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

Berman Capital Advisors held 579 shares of Encompass Health worth $34K as of Q3 2021.
Berman Capital Advisors sold 412 Encompass Health shares in Q3 2021, an estimated $25.9K.
Encompass Health made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #817 holding.
Berman Capital Advisors first reported a position in Encompass Health in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Encompass Health position peaked at $61K in Q2 2021.
435 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.