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Cumberland Partners’s Encompass Health EHC Stock Holding History

Cumberland Partners’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
-44,202
Closed -$2.88M – 184
2021
Q1 		$2.88M Sell
44,202
-55,673
-56% -$3.63M 0.24% 84
2020
Q4 		$6.57M Sell
99,875
-534
-0.5% -$31.4K 0.59% 52
2020
Q3 		$5.19M Buy
100,409
+27,490
+38% +$1.41M 0.54% 58
2020
Q2 		$3.59M Buy
+72,919
New +$3.93M 0.37% 67
2020
Q1 		– Sell
-171,103
Closed -$9.43M – 172
2019
Q4 		$9.43M Sell
171,103
-13,179
-7% -$715K 0.84% 38
2019
Q3 		$9.28M Buy
184,282
+44,114
+31% +$2.22M 0.89% 34
2019
Q2 		$7.07M Buy
+140,168
New +$6.8M 0.68% 44
2019
Q1 		– Sell
-212,467
Closed -$10.4M – 167
2018
Q4 		$10.4M Sell
212,467
-4,355
-2% -$248K 1.18% 25
2018
Q3 		$13.4M Sell
216,822
-214,891
-50% -$13.1M 1.28% 25
2018
Q2 		$23.3M Sell
431,713
-169,549
-28% -$8.47M 2.34% 15
2018
Q1 		$27.3M Sell
601,262
-96,986
-14% -$4.16M 3.86% 7
2017
Q4 		$27.4M Sell
698,248
-318,043
-31% -$12.1M 3.61% 9
2017
Q3 		$37.5M Sell
1,016,291
-9,647
-0.9% -$344K 5.05% 4
2017
Q2 		$39.5M Sell
1,025,938
-14,764
-1% -$541K 5.59% 1
2017
Q1 		$35.4M Sell
1,040,702
-21,526
-2% -$707K 5.18% 2
2016
Q4 		$34.9M Buy
1,062,228
+209,134
+25% +$6.78M 5.3% 3
2016
Q3 		$27.5M Buy
853,094
+150,400
+21% +$4.87M 3.87% 9
2016
Q2 		$21.7M Buy
702,694
+450,414
+179% +$14.1M 3.07% 13
2016
Q1 		$7.55M Buy
+252,280
New +$6.97M 1.05% 27

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

Cumberland Partners's EHC Position: Q2 2021 in Review

Cumberland Partners sold out of Encompass Health (EHC) in Q2 2021, closing a stake of 44,202 shares — an estimated $2.88M sold.

Cumberland Partners first reported a position in EHC in Q1 2016 and held it in 19 quarters. The position peaked at $39.5M in Q2 2017. 413 funds tracked by Wall St. Rank hold EHC as of Q2 2021.

  • Cumberland Partners reported no remaining Encompass Health position as of Q2 2021 after selling out during the quarter.
  • Cumberland Partners sold 44,202 Encompass Health shares in Q2 2021, an estimated $2.88M.
  • Cumberland Partners first reported a position in Encompass Health in Q1 2016 and held it in 19 quarters.
  • Cumberland Partners's Encompass Health position peaked at $39.5M in Q2 2017.
  • 413 funds tracked by Wall St. Rank held Encompass Health as of Q2 2021.

Based on Cumberland Partners's 13F filing for Q2 2021, filed 9 Aug 2021.