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DIA
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
JP
Jana Partners
New York
$1.34B AUM
4.95%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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