D.A. Davidson & Co’s Encompass Health EHC Stock Holding History

D.A. Davidson & Co’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
2019 Q2	–	Sell	-4,330	Closed	-$201K	–	1041
2019 Q1	$201K	Sell	4,330 -2,605	-38%	-$132K	﹤0.01%	1043
2018 Q4	$340K	Buy	+6,935	New	+$394K	0.01%	769
2018 Q3	–	Sell	-4,958	Closed	-$267K	–	1170
2018 Q2	$267K	Sell	4,958 -1,899	-28%	-$94.9K	0.01%	923
2018 Q1	$312K	Sell	6,857 -60	-0.9%	-$2.57K	0.01%	855
2017 Q4	$272K	Sell	6,917 -2	-0%	-$76	0.01%	885
2017 Q3	$255K	Buy	6,919 +125	+2%	+$4.45K	0.01%	915
2017 Q2	$261K	Sell	6,794 -2,537	-27%	-$92.9K	0.01%	845
2017 Q1	$317K	Sell	9,331 -720	-7%	-$23.6K	0.01%	761
2016 Q4	$328K	Buy	10,051 +591	+6%	+$19.2K	0.01%	809
2016 Q3	$304K	Sell	9,460 -11	-0.1%	-$356	0.01%	792
2016 Q2	$291K	Buy	9,471 +1,515	+19%	+$47.4K	0.01%	721
2016 Q1	$237K	Buy	7,956 +5,072	+176%	+$140K	0.01%	769
2015 Q4	$79K	Buy	2,884 +1,519	+111%	+$43.2K	﹤0.01%	1217
2015 Q3	$41K	Buy	1,365 +152	+13%	+$5.29K	﹤0.01%	1453
2015 Q2	$42K	Buy	1,213 +473	+64%	+$16.9K	﹤0.01%	1498
2015 Q1	$25K	Buy	+740	New	+$25.3K	﹤0.01%	1610
2013 Q3	–	Sell	-176	Closed	-$4K	–	1740
2013 Q2	$4K	Buy	+176	New	+$3.98K	﹤0.01%	1547

Other funds holding EHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return