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Dana Investment Advisors’s Encompass Health EHC Stock Holding History

Dana Investment Advisors’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
Q4 		– Sell
-93,811
Closed -$5.6M – 339
2021
Q3 		$5.6M Buy
93,811
+8,497
+10% +$535K 0.25% 86
2021
Q2 		$5.3M Buy
85,314
+3,224
+4% +$215K 0.24% 85
2021
Q1 		$5.35M Sell
82,090
-1,097
-1% -$71.5K 0.25% 86
2020
Q4 		$5.47M Sell
83,187
-12,398
-13% -$729K 0.27% 87
2020
Q3 		$4.94M Buy
95,585
+13,719
+17% +$704K 0.27% 80
2020
Q2 		$4.03M Sell
81,866
-18,243
-18% -$984K 0.22% 84
2020
Q1 		$5.1M Buy
100,109
+11,636
+13% +$671K 0.31% 72
2019
Q4 		$4.88M Sell
88,473
-14,322
-14% -$777K 0.23% 78
2019
Q3 		$5.17M Sell
102,795
-2,246
-2% -$113K 0.26% 78
2019
Q2 		$5.29M Sell
105,041
-973
-0.9% -$47.2K 0.26% 83
2019
Q1 		$4.92M Buy
106,014
+19,486
+23% +$987K 0.23% 85
2018
Q4 		$4.25M Buy
+86,528
New +$4.92M 0.22% 93

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dana Investment Advisors's EHC Position: Q4 2021 in Review

Dana Investment Advisors sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 93,811 shares — an estimated $5.6M sold.

Dana Investment Advisors first reported a position in EHC in Q4 2018 and held it in 12 quarters. The position peaked at $5.6M in Q3 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Dana Investment Advisors reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 93,811 Encompass Health shares in Q4 2021, an estimated $5.6M.
  • Dana Investment Advisors first reported a position in Encompass Health in Q4 2018 and held it in 12 quarters.
  • Dana Investment Advisors's Encompass Health position peaked at $5.6M in Q3 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Dana Investment Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.