Capital Management Associates (New York)’s Encompass Health EHC Stock Holding History

Capital Management Associates (New York)’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
2020 Q2	–	Sell	-8,799	Closed	-$448K	–	76
2020 Q1	$448K	Hold	8,799	–	–	0.81%	49
2019 Q4	$485K	Hold	8,799	–	–	0.67%	55
2019 Q3	$443K	Hold	8,799	–	–	0.68%	55
2019 Q2	$444K	Hold	8,799	–	–	0.72%	60
2019 Q1	$409K	Hold	8,799	–	–	0.64%	65
2018 Q4	$432K	Hold	8,799	–	–	0.82%	53
2018 Q3	$546K	Hold	8,799	–	–	0.68%	61
2018 Q2	$474K	Hold	8,799	–	–	0.59%	78
2018 Q1	$400K	Hold	8,799	–	–	0.62%	84
2017 Q4	$346K	Hold	8,799	–	–	0.49%	93
2017 Q3	$324K	Hold	8,799	–	–	0.46%	104
2017 Q2	$339K	Sell	8,799 -3,771	-30%	-$138K	0.51%	95
2017 Q1	$428K	Hold	12,570	–	–	0.64%	77
2016 Q4	$412K	Hold	12,570	–	–	0.65%	74
2016 Q3	$406K	Hold	12,570	–	–	0.64%	74
2016 Q2	$388K	Hold	12,570	–	–	0.66%	69
2016 Q1	$376K	Hold	12,570	–	–	0.68%	67
2015 Q4	$348K	Hold	12,570	–	–	0.51%	86
2015 Q3	$384K	Hold	12,570	–	–	0.59%	77
2015 Q2	$461K	Hold	12,570	–	–	0.61%	71
2015 Q1	$444K	Hold	12,570	–	–	0.59%	76
2014 Q4	$385K	Hold	12,570	–	–	0.56%	94
2014 Q3	$369K	Hold	12,570	–	–	0.56%	91
2014 Q2	$359K	Hold	12,570	–	–	0.52%	97
2014 Q1	$359K	Buy	+12,570	New	+$327K	0.52%	101

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Management Associates (New York)'s EHC Position: Q2 2020 in Review

Capital Management Associates (New York) sold out of Encompass Health (EHC) in Q2 2020, closing a stake of 8,799 shares — an estimated $448K sold.

Capital Management Associates (New York) first reported a position in EHC in Q1 2014 and held it in 25 quarters. The position peaked at $546K in Q3 2018. 384 funds tracked by Wall St. Rank hold EHC as of Q2 2020.

Capital Management Associates (New York) reported no remaining Encompass Health position as of Q2 2020 after selling out during the quarter.
Capital Management Associates (New York) sold 8,799 Encompass Health shares in Q2 2020, an estimated $448K.
Capital Management Associates (New York) first reported a position in Encompass Health in Q1 2014 and held it in 25 quarters.
Capital Management Associates (New York)'s Encompass Health position peaked at $546K in Q3 2018.
384 funds tracked by Wall St. Rank held Encompass Health as of Q2 2020.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2020, filed 5 Aug 2020.