EARNEST Partners’s Encompass Health EHC Stock Holding History

EARNEST 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
2023 Q4	–	Sell	-69	Closed	-$4.63K	–	524
2023 Q3	$4.63K	Hold	69	–	–	﹤0.01%	825
2023 Q2	$4.67K	Hold	69	–	–	﹤0.01%	821
2023 Q1	$3.73K	Hold	69	–	–	﹤0.01%	860
2022 Q4	$4.13K	Hold	69	–	–	﹤0.01%	841
2022 Q3	$3K	Sell	69 -18	-21%	-$900	﹤0.01%	880
2022 Q2	$4K	Hold	87	–	–	﹤0.01%	834
2022 Q1	$5K	Hold	87	–	–	﹤0.01%	830
2021 Q4	$5K	Hold	87	–	–	﹤0.01%	844
2021 Q3	$5K	Hold	87	–	–	﹤0.01%	833
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	847
2021 Q1	$6K	Hold	87	–	–	﹤0.01%	771
2020 Q4	$6K	Hold	87	–	–	﹤0.01%	751
2020 Q3	$4K	Hold	87	–	–	﹤0.01%	814
2020 Q2	$4K	Hold	87	–	–	﹤0.01%	777
2020 Q1	$4K	Hold	87	–	–	﹤0.01%	710
2019 Q4	$5K	Hold	87	–	–	﹤0.01%	772
2019 Q3	$4K	Hold	87	–	–	﹤0.01%	799
2019 Q2	$4K	Hold	87	–	–	﹤0.01%	813
2019 Q1	$4K	Hold	87	–	–	﹤0.01%	811
2018 Q4	$4K	Buy	+87	New	+$4.95K	﹤0.01%	766

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EARNEST Partners's EHC Position: Q4 2023 in Review

EARNEST Partners sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 69 shares — an estimated $4.63K sold.

EARNEST Partners first reported a position in EHC in Q4 2018 and held it in 20 quarters. The position peaked at $6K in Q1 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

EARNEST Partners reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 69 Encompass Health shares in Q4 2023, an estimated $4.63K.
EARNEST Partners first reported a position in Encompass Health in Q4 2018 and held it in 20 quarters.
EARNEST Partners's Encompass Health position peaked at $6K in Q1 2021.
435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.