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FormulaFolio Investments’s Encompass Health EHC Stock Holding History

FormulaFolio Investments’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
2019
Q3 		– Sell
-6,589
Closed -$332K – 347
2019
Q2 		$332K Buy
+6,589
New +$320K 0.01% 258

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's EHC Position: Q3 2019 in Review

FormulaFolio Investments sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 6,589 shares — an estimated $332K sold.

FormulaFolio Investments first reported a position in EHC in Q2 2019 and held it in 1 quarter. The position peaked at $332K in Q2 2019. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

  • FormulaFolio Investments reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 6,589 Encompass Health shares in Q3 2019, an estimated $332K.
  • FormulaFolio Investments first reported a position in Encompass Health in Q2 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Encompass Health position peaked at $332K in Q2 2019.
  • 360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.