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Donoghue Forlines’s Encompass Health EHC Stock Holding History

Donoghue Forlines’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
Q1 		– Sell
-8,598
Closed -$474K – 88
2019
Q4 		$474K Sell
8,598
-1,638
-16% -$88.9K 0.07% 140
2019
Q3 		$515K Sell
10,236
-3,242
-24% -$163K 0.07% 140
2019
Q2 		$679K Sell
13,478
-7,829
-37% -$380K 0.08% 123
2019
Q1 		$990K Buy
+21,307
New +$1.08M 0.1% 106
2018
Q4 		– Sell
-15,750
Closed -$977K – 66
2018
Q3 		$977K Buy
15,750
+6,581
+72% +$400K 0.08% 141
2018
Q2 		$494K Sell
9,169
-3,460
-27% -$173K 0.04% 109
2018
Q1 		$574K Buy
+12,629
New +$541K 0.05% 108

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Donoghue Forlines's EHC Position: Q1 2020 in Review

Donoghue Forlines sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 8,598 shares — an estimated $474K sold.

Donoghue Forlines first reported a position in EHC in Q1 2018 and held it in 7 quarters. The position peaked at $990K in Q1 2019. 374 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

  • Donoghue Forlines reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
  • Donoghue Forlines sold 8,598 Encompass Health shares in Q1 2020, an estimated $474K.
  • Donoghue Forlines first reported a position in Encompass Health in Q1 2018 and held it in 7 quarters.
  • Donoghue Forlines's Encompass Health position peaked at $990K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Donoghue Forlines's 13F filing for Q1 2020, filed 12 May 2020.