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CSat Investment Advisory’s Encompass Health EHC Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-529
Closed -$27K – 650
2020
Q3 		$27K Buy
529
+69
+15% +$3.54K ﹤0.01% 785
2020
Q2 		$23K Buy
460
+116
+34% +$6.26K ﹤0.01% 796
2020
Q1 		$18K Buy
344
+62
+22% +$3.58K ﹤0.01% 745
2019
Q4 		$16K Buy
282
+36
+15% +$1.95K ﹤0.01% 846
2019
Q3 		$12K Buy
246
+35
+17% +$1.76K ﹤0.01% 853
2019
Q2 		$11K Buy
+211
New +$10.2K ﹤0.01% 837

Other funds holding EHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CSat Investment Advisory's EHC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Encompass Health (EHC) in Q4 2020, closing a stake of 529 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in EHC in Q2 2019 and held it in 6 quarters. The position peaked at $27K in Q3 2020. 404 funds tracked by Wall St. Rank hold EHC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Encompass Health position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 529 Encompass Health shares in Q4 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Encompass Health in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Encompass Health position peaked at $27K in Q3 2020.
  • 404 funds tracked by Wall St. Rank held Encompass Health as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.