ClearBridge Investments
EHC icon

ClearBridge Investments’s Encompass Health EHC Stock Holding History

ClearBridge Investments’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
Q2 		– Sell
-195,634
Closed -$12.7M – 835
2021
Q1 		$12.7M Sell
195,634
-9,893
-5% -$645K 0.01% 547
2020
Q4 		$13.5M Buy
205,527
+2,846
+1% +$167K 0.01% 530
2020
Q3 		$10.5M Sell
202,681
-61,791
-23% -$3.17M 0.01% 522
2020
Q2 		$13M Sell
264,472
-73,632
-22% -$3.97M 0.01% 477
2020
Q1 		$17.2M Sell
338,104
-100,800
-23% -$5.81M 0.02% 390
2019
Q4 		$24.1M Buy
438,904
+99,645
+29% +$5.41M 0.02% 428
2019
Q3 		$17.1M Sell
339,259
-31,215
-8% -$1.57M 0.01% 458
2019
Q2 		$18.7M Buy
370,474
+37,517
+11% +$1.82M 0.02% 443
2019
Q1 		$15.5M Sell
332,957
-77,163
-19% -$3.91M 0.01% 460
2018
Q4 		$20.1M Sell
410,120
-100,819
-20% -$5.73M 0.02% 415
2018
Q3 		$31.7M Buy
510,939
+510,886
+963,936% +$31.1M 0.03% 384
2018
Q2 		$3K Sell
53
-7
-12% -$350 ﹤0.01% 1073
2018
Q1 		$3K Hold
60
– – ﹤0.01% 1071
2017
Q4 		$2K Sell
60
-1,201
-95% -$45.7K ﹤0.01% 1105
2017
Q3 		$46K Buy
1,261
+131
+12% +$4.67K ﹤0.01% 855
2017
Q2 		$44K Buy
1,130
+537
+91% +$19.7K ﹤0.01% 862
2017
Q1 		$20K Buy
+593
New +$19.5K ﹤0.01% 1005

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments's EHC Position: Q2 2021 in Review

ClearBridge Investments sold out of Encompass Health (EHC) in Q2 2021, closing a stake of 195,634 shares — an estimated $12.7M sold.

ClearBridge Investments first reported a position in EHC in Q1 2017 and held it in 17 quarters. The position peaked at $31.7M in Q3 2018. 413 funds tracked by Wall St. Rank hold EHC as of Q2 2021.

  • ClearBridge Investments reported no remaining Encompass Health position as of Q2 2021 after selling out during the quarter.
  • ClearBridge Investments sold 195,634 Encompass Health shares in Q2 2021, an estimated $12.7M.
  • ClearBridge Investments first reported a position in Encompass Health in Q1 2017 and held it in 17 quarters.
  • ClearBridge Investments's Encompass Health position peaked at $31.7M in Q3 2018.
  • 413 funds tracked by Wall St. Rank held Encompass Health as of Q2 2021.

Based on ClearBridge Investments's 13F filing for Q2 2021, filed 13 Aug 2021.