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Bowling Portfolio Management’s Encompass Health EHC Stock Holding History

Bowling Portfolio Management’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
2019
Q2 		– Sell
-35,962
Closed -$1.67M – 338
2019
Q1 		$1.67M Sell
35,962
-560
-2% -$28.4K 0.27% 124
2018
Q4 		$1.79M Buy
+36,522
New +$2.08M 0.32% 101
2018
Q3 		– Sell
-44,647
Closed -$2.4M – 338
2018
Q2 		$2.4M Sell
44,647
-6,200
-12% -$310K 0.34% 94
2018
Q1 		$2.31M Sell
50,847
-5,218
-9% -$224K 0.32% 95
2017
Q4 		$2.2M Buy
56,065
+15,528
+38% +$591K 0.29% 107
2017
Q3 		$1.5M Sell
40,537
-2,284
-5% -$81.4K 0.22% 144
2017
Q2 		$1.65M Buy
42,821
+15,783
+58% +$578K 0.24% 115
2017
Q1 		$921K Buy
27,038
+8,274
+44% +$272K 0.15% 154
2016
Q4 		$616K Buy
18,764
+280
+2% +$9.08K 0.09% 199
2016
Q3 		$597K Buy
+18,484
New +$599K 0.08% 189

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bowling Portfolio Management's EHC Position: Q2 2019 in Review

Bowling Portfolio Management sold out of Encompass Health (EHC) in Q2 2019, closing a stake of 35,962 shares — an estimated $1.67M sold.

Bowling Portfolio Management first reported a position in EHC in Q3 2016 and held it in 10 quarters. The position peaked at $2.4M in Q2 2018. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

  • Bowling Portfolio Management reported no remaining Encompass Health position as of Q2 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 35,962 Encompass Health shares in Q2 2019, an estimated $1.67M.
  • Bowling Portfolio Management first reported a position in Encompass Health in Q3 2016 and held it in 10 quarters.
  • Bowling Portfolio Management's Encompass Health position peaked at $2.4M in Q2 2018.
  • 395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.