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Evanston Advisors’s Encompass Health EHC Stock Holding History

Evanston 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
2018
Q1 		– Sell
-91,141
Closed -$3.58M – 70
2017
Q4 		$3.58M Buy
91,141
+22
+0% +$837 0.86% 38
2017
Q3 		$3.36M Buy
91,119
+164
+0.2% +$5.84K 0.81% 41
2017
Q2 		$3.5M Buy
90,955
+128
+0.1% +$4.69K 0.86% 38
2017
Q1 		$3.09M Buy
90,827
+9,490
+12% +$312K 0.84% 40
2016
Q4 		$2.67M Sell
81,337
-5,744
-7% -$186K 0.82% 45
2016
Q3 		$2.81M Sell
87,081
-1,182
-1% -$38.3K 0.88% 43
2016
Q2 		$2.73M Buy
88,263
+1,212
+1% +$37.9K 0.89% 41
2016
Q1 		$2.61M Buy
87,051
+1,141
+1% +$31.5K 0.86% 44
2015
Q4 		$2.38M Buy
85,910
+8,141
+10% +$232K 0.83% 43
2015
Q3 		$2.37M Buy
77,769
+2,830
+4% +$98.5K 0.79% 46
2015
Q2 		$2.75M Buy
+74,939
New +$2.67M 0.9% 38

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evanston Advisors's EHC Position: Q1 2018 in Review

Evanston Advisors sold out of Encompass Health (EHC) in Q1 2018, closing a stake of 91,141 shares — an estimated $3.58M sold.

Evanston Advisors first reported a position in EHC in Q2 2015 and held it in 11 quarters. The position peaked at $3.58M in Q4 2017. 354 funds tracked by Wall St. Rank hold EHC as of Q1 2018.

  • Evanston Advisors reported no remaining Encompass Health position as of Q1 2018 after selling out during the quarter.
  • Evanston Advisors sold 91,141 Encompass Health shares in Q1 2018, an estimated $3.58M.
  • Evanston Advisors first reported a position in Encompass Health in Q2 2015 and held it in 11 quarters.
  • Evanston Advisors's Encompass Health position peaked at $3.58M in Q4 2017.
  • 354 funds tracked by Wall St. Rank held Encompass Health as of Q1 2018.

Based on Evanston Advisors's 13F filing for Q1 2018, filed 9 May 2018.