Echo Street Capital Management’s Encompass Health EHC Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-21,033	Closed	-$1.41M	–	139
2023 Q3	$1.41M	Buy	+21,033	New	+$1.45M	0.01%	113
2023 Q2	–	Sell	-6,677	Closed	-$361K	–	497
2023 Q1	$361K	Buy	+6,677	New	+$389K	﹤0.01%	340
2021 Q4	–	Sell	-8,765	Closed	-$523K	–	663
2021 Q3	$523K	Sell	8,765 -28,707	-77%	-$1.81M	﹤0.01%	399
2021 Q2	$2.33M	Buy	+37,472	New	+$2.5M	0.02%	140

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 $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $60.9B AUM 15.24% 1-Year Est. Return

Echo Street Capital Management's EHC Position: Q4 2023 in Review

Echo Street Capital Management sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 21,033 shares — an estimated $1.41M sold.

Echo Street Capital Management first reported a position in EHC in Q2 2021 and held it in 4 quarters. The position peaked at $2.33M in Q2 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

Echo Street Capital Management reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 21,033 Encompass Health shares in Q4 2023, an estimated $1.41M.
Echo Street Capital Management first reported a position in Encompass Health in Q2 2021 and held it in 4 quarters.
Echo Street Capital Management's Encompass Health position peaked at $2.33M in Q2 2021.
435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.