Burney Company’s Encompass Health EHC Stock Holding History

Burney 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
2021 Q4	–	Sell	-10,637	Closed	-$635K	–	587
2021 Q3	$635K	Hold	10,637	–	–	0.03%	384
2021 Q2	$660K	Sell	10,637 -423	-4%	-$28.2K	0.03%	388
2021 Q1	$721K	Sell	11,060 -2,543	-19%	-$166K	0.04%	356
2020 Q4	$895K	Sell	13,603 -2,204	-14%	-$130K	0.05%	296
2020 Q3	$817K	Sell	15,807 -10,833	-41%	-$556K	0.05%	303
2020 Q2	$1.31M	Sell	26,640 -62,726	-70%	-$3.38M	0.09%	241
2020 Q1	$4.55M	Sell	89,366 -3,548	-4%	-$205K	0.35%	84
2019 Q4	$5.12M	Sell	92,914 -11,326	-11%	-$615K	0.28%	112
2019 Q3	$5.25M	Buy	104,240 +1,960	+2%	+$98.5K	0.31%	105
2019 Q2	$5.16M	Sell	102,280 -9,040	-8%	-$439K	0.31%	103
2019 Q1	$5.17M	Buy	111,320 +36,586	+49%	+$1.85M	0.32%	101
2018 Q4	$3.67M	Buy	74,734 +36,795	+97%	+$2.09M	0.26%	123
2018 Q3	$2.35M	Buy	+37,939	New	+$2.31M	0.14%	176

Other funds holding EHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon

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

Victory Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return