Cadence Capital Management’s Encompass Health EHC Stock Holding History

Cadence Capital 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 Q3	–	Sell	-20,313	Closed	-$1.02M	–	433
2019 Q2	$1.02M	Sell	20,313 -123	-0.6%	-$5.97K	0.1%	276
2019 Q1	$949K	Buy	20,436 +81	+0.4%	+$4.1K	0.09%	284
2018 Q4	$999K	Sell	20,355 -555	-3%	-$31.6K	0.1%	274
2018 Q3	$1.3M	Buy	+20,910	New	+$1.27M	0.07%	356
2015 Q1	–	Sell	-39,332	Closed	-$1.2M	–	617
2014 Q4	$1.2M	Sell	39,332 -5,128	-12%	-$160K	0.07%	347
2014 Q3	$1.3M	Buy	+44,460	New	+$1.36M	0.07%	334

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cadence Capital Management's EHC Position: Q3 2019 in Review

Cadence Capital Management sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 20,313 shares — an estimated $1.02M sold.

Cadence Capital Management first reported a position in EHC in Q3 2014 and held it in 6 quarters. The position peaked at $1.3M in Q3 2014. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

Cadence Capital Management reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
Cadence Capital Management sold 20,313 Encompass Health shares in Q3 2019, an estimated $1.02M.
Cadence Capital Management first reported a position in Encompass Health in Q3 2014 and held it in 6 quarters.
Cadence Capital Management's Encompass Health position peaked at $1.3M in Q3 2014.
360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on Cadence Capital Management's 13F filing for Q3 2019, filed 29 Oct 2019.