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Eaton Vance Management’s Encompass Health EHC Stock Holding History

Eaton Vance Management’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
2022
Q3 		$5.74M Sell
126,846
-32,636
-20% -$1.63M 0.01% 741
2022
Q2 		$7.11M Buy
159,482
+10,916
+7% +$560K 0.01% 704
2022
Q1 		$8.4M Buy
148,566
+47,438
+47% +$2.48M 0.01% 744
2021
Q4 		$5.25M Buy
101,128
+916
+0.9% +$47.3K 0.01% 775
2021
Q3 		$5.87M Buy
100,212
+301
+0.3% +$18.9K 0.01% 684
2021
Q2 		$6.2M Buy
99,911
+1,560
+2% +$104K 0.01% 717
2021
Q1 		$6.41M Hold
98,351
– – 0.01% 673
2020
Q4 		$6.47M Hold
98,351
– – 0.01% 641
2020
Q3 		$5.08M Hold
98,351
– – 0.01% 623
2020
Q2 		$4.85M Sell
98,351
-132
-0.1% -$7.12K 0.01% 611
2020
Q1 		$5.02M Buy
98,483
+128
+0.1% +$7.38K 0.01% 544
2019
Q4 		$5.42M Buy
98,355
+4
+0% +$217 0.01% 590
2019
Q3 		$4.95M Buy
98,351
+19,531
+25% +$981K 0.01% 593
2019
Q2 		$3.97M Sell
78,820
-82
-0.1% -$3.98K 0.01% 630
2019
Q1 		$3.67M Sell
78,902
-2,040
-3% -$103K 0.01% 627
2018
Q4 		$3.97M Sell
80,942
-99
-0.1% -$5.63K 0.01% 556
2018
Q3 		$5.03M Buy
81,041
+6,503
+9% +$395K 0.01% 548
2018
Q2 		$4.02M Sell
74,538
-74,366
-50% -$3.72M 0.01% 568
2018
Q1 		$6.77M Buy
+148,904
New +$6.38M 0.01% 598
2017
Q4 		– Sell
-22,622
Closed -$834K – 1123
2017
Q3 		$834K Buy
22,622
+136
+0.6% +$4.85K ﹤0.01% 856
2017
Q2 		$866K Hold
22,486
– – ﹤0.01% 844
2017
Q1 		$766K Hold
22,486
– – ﹤0.01% 823
2016
Q4 		$738K Hold
22,486
– – ﹤0.01% 789
2016
Q3 		$726K Hold
22,486
– – ﹤0.01% 781
2016
Q2 		$694K Buy
22,486
+3,767
+20% +$118K ﹤0.01% 762
2016
Q1 		$560K Hold
18,719
– – ﹤0.01% 779
2015
Q4 		$518K Buy
+18,719
New +$533K ﹤0.01% 797

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eaton Vance Management's EHC Position: Q3 2022 in Review

Eaton Vance Management reduced its Encompass Health (EHC) stake by 20% in Q3 2022, selling an estimated $1.63M and leaving 126,846 shares worth $5.74M. The position accounts for 0.01% of the portfolio, ranked #741.

Eaton Vance Management first reported a position in EHC in Q4 2015 and has held it in 27 quarters since. The position peaked at $8.4M in Q1 2022. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

  • Eaton Vance Management held 126,846 shares of Encompass Health worth $5.74M as of Q3 2022.
  • Eaton Vance Management sold 32,636 Encompass Health shares in Q3 2022, an estimated $1.63M.
  • Encompass Health made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #741 holding.
  • Eaton Vance Management first reported a position in Encompass Health in Q4 2015 and has held it in 27 quarters since.
  • Eaton Vance Management's Encompass Health position peaked at $8.4M in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.