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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burney Company's EHC Position: Q4 2021 in Review

Burney Company sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 10,637 shares — an estimated $635K sold.

Burney Company first reported a position in EHC in Q3 2018 and held it in 13 quarters. The position peaked at $5.25M in Q3 2019. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Burney Company reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Burney Company sold 10,637 Encompass Health shares in Q4 2021, an estimated $635K.
  • Burney Company first reported a position in Encompass Health in Q3 2018 and held it in 13 quarters.
  • Burney Company's Encompass Health position peaked at $5.25M in Q3 2019.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Burney Company's 13F filing for Q4 2021, filed 11 Feb 2022.