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Broadview Advisors’s Encompass Health EHC Stock Holding History

Broadview 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
2019
Q2 		$9.64M Buy
191,167
+29,697
+18% +$1.44M 2.97% 6
2019
Q1 		$7.5M Buy
161,470
+37,772
+31% +$1.91M 2.04% 13
2018
Q4 		$6.07M Sell
123,698
-32,053
-21% -$1.82M 1.75% 24
2018
Q3 		$9.66M Buy
155,751
+1,948
+1% +$118K 1.65% 24
2018
Q2 		$8.29M Sell
153,803
-1,728
-1% -$86.4K 1.32% 35
2018
Q1 		$7.07M Sell
155,531
-354,091
-69% -$15.2M 1.16% 33
2017
Q4 		$20M Sell
509,622
-60,839
-11% -$2.31M 2.85% 2
2017
Q3 		$21M Buy
570,461
+47,358
+9% +$1.69M 3.07% 2
2017
Q2 		$20.1M Buy
523,103
+5,342
+1% +$196K 2.98% 4
2017
Q1 		$17.6M Buy
517,761
+6,505
+1% +$214K 2.43% 7
2016
Q4 		$16.8M Sell
511,256
-47,703
-9% -$1.55M 2.24% 11
2016
Q3 		$18M Buy
558,959
+18,415
+3% +$597K 2.56% 7
2016
Q2 		$16.7M Buy
540,544
+1,257
+0.2% +$39.3K 2.5% 6
2016
Q1 		$16.1M Sell
539,287
-13,513
-2% -$373K 2.32% 10
2015
Q4 		$15.3M Buy
552,800
+21,558
+4% +$613K 2.16% 12
2015
Q3 		$16.2M Sell
531,242
-94,275
-15% -$3.28M 2.25% 10
2015
Q2 		$22.9M Sell
625,517
-34,473
-5% -$1.23M 2.42% 7
2015
Q1 		$23.3M Sell
659,990
-32,997
-5% -$1.13M 2.31% 9
2014
Q4 		$21.2M Buy
692,987
+46,321
+7% +$1.44M 2.16% 12
2014
Q3 		$19M Sell
646,666
-87,927
-12% -$2.68M 2.07% 12
2014
Q2 		$21M Sell
734,593
-189
-0% -$5.27K 2.04% 9
2014
Q1 		$21M Buy
734,782
+205,929
+39% +$5.36M 2.1% 9
2013
Q4 		$14M Sell
528,853
-157
-0% -$4.37K 1.51% 24
2013
Q3 		$14.5M Sell
529,010
-86,607
-14% -$2.22M 1.68% 17
2013
Q2 		$14.1M Buy
+615,617
New +$13.9M 1.98% 11

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

Broadview Advisors's EHC Position: Q2 2019 in Review

Broadview Advisors increased its Encompass Health (EHC) stake by 18% in Q2 2019, buying an estimated $1.44M and bringing the position to 191,167 shares worth $9.64M. The position accounts for 2.97% of the portfolio, ranked #6.

Broadview Advisors first reported a position in EHC in Q2 2013 and has held it in 25 quarters since. The position peaked at $23.3M in Q1 2015. 395 funds tracked by Wall St. Rank hold EHC as of Q2 2019.

  • Broadview Advisors held 191,167 shares of Encompass Health worth $9.64M as of Q2 2019.
  • Broadview Advisors bought 29,697 Encompass Health shares in Q2 2019, an estimated $1.44M.
  • Encompass Health made up 2.97% of Broadview Advisors's portfolio in Q2 2019, its #6 holding.
  • Broadview Advisors first reported a position in Encompass Health in Q2 2013 and has held it in 25 quarters since.
  • Broadview Advisors's Encompass Health position peaked at $23.3M in Q1 2015.
  • 395 funds tracked by Wall St. Rank held Encompass Health as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.