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ClearBridge LLC (Maryland)’s Encompass Health EHC Stock Holding History

ClearBridge LLC (Maryland)’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
2018
Q3 		– Sell
-512,607
Closed -$27.6M – 112
2018
Q2 		$27.6M Sell
512,607
-58,702
-10% -$2.93M 0.46% 59
2018
Q1 		$26M Sell
571,309
-7,806
-1% -$335K 0.58% 49
2017
Q4 		$22.8M Buy
579,115
+146,239
+34% +$5.56M 0.47% 60
2017
Q3 		$16M Buy
432,876
+36,365
+9% +$1.3M 0.35% 76
2017
Q2 		$15.3M Buy
396,511
+112,253
+39% +$4.11M 0.32% 74
2017
Q1 		$9.68M Buy
+284,258
New +$9.33M 0.21% 108

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge LLC (Maryland)'s EHC Position: Q3 2018 in Review

ClearBridge LLC (Maryland) sold out of Encompass Health (EHC) in Q3 2018, closing a stake of 512,607 shares — an estimated $27.6M sold.

ClearBridge LLC (Maryland) first reported a position in EHC in Q1 2017 and held it in 6 quarters. The position peaked at $27.6M in Q2 2018. 430 funds tracked by Wall St. Rank hold EHC as of Q3 2018.

  • ClearBridge LLC (Maryland) reported no remaining Encompass Health position as of Q3 2018 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 512,607 Encompass Health shares in Q3 2018, an estimated $27.6M.
  • ClearBridge LLC (Maryland) first reported a position in Encompass Health in Q1 2017 and held it in 6 quarters.
  • ClearBridge LLC (Maryland)'s Encompass Health position peaked at $27.6M in Q2 2018.
  • 430 funds tracked by Wall St. Rank held Encompass Health as of Q3 2018.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q3 2018, filed 14 Nov 2018.