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Chesley Taft & Associates’s Encompass Health EHC Stock Holding History

Chesley Taft & Associates’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
-4,833
Closed -$289K – 299
2021
Q3 		$289K Buy
4,833
+100
+2% +$6.29K 0.02% 275
2021
Q2 		$294K Buy
4,733
+302
+7% +$20.1K 0.02% 273
2021
Q1 		$285K Buy
4,431
+189
+4% +$12.3K 0.02% 269
2020
Q4 		$279K Buy
+4,242
New +$250K 0.02% 261

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 $3.37T AUM 44.26% 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

Chesley Taft & Associates's EHC Position: Q4 2021 in Review

Chesley Taft & Associates sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 4,833 shares — an estimated $289K sold.

Chesley Taft & Associates first reported a position in EHC in Q4 2020 and held it in 4 quarters. The position peaked at $294K in Q2 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Chesley Taft & Associates reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,833 Encompass Health shares in Q4 2021, an estimated $289K.
  • Chesley Taft & Associates first reported a position in Encompass Health in Q4 2020 and held it in 4 quarters.
  • Chesley Taft & Associates's Encompass Health position peaked at $294K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Chesley Taft & Associates's 13F filing for Q4 2021, filed 5 Jan 2022.