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Freedom Investment Management’s Encompass Health EHC Stock Holding History

Freedom Investment 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
2020
Q2 		– Sell
-4,663
Closed -$295K – 602
2020
Q1 		$295K Buy
+4,663
New +$269K 0.03% 505
2019
Q3 		– Sell
-6,648
Closed -$335K – 705
2019
Q2 		$335K Buy
+6,648
New +$323K 0.03% 487
2019
Q1 		– Sell
-4,284
Closed -$210K – 716
2018
Q4 		$210K Sell
4,284
-1,890
-31% -$107K 0.02% 691
2018
Q3 		$400K Sell
6,174
-10,366
-63% -$630K 0.03% 615
2018
Q2 		$891K Buy
16,540
+8,336
+102% +$417K 0.05% 366
2018
Q1 		$373K Sell
8,204
-2,903
-26% -$124K 0.02% 796
2017
Q4 		$437K Sell
11,107
-1,620
-13% -$61.6K 0.02% 694
2017
Q3 		$469K Buy
+12,727
New +$453K 0.03% 625
2017
Q2 		– Sell
-9,368
Closed -$319K – 1075
2017
Q1 		$319K Buy
+9,368
New +$308K 0.02% 732

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Freedom Investment Management's EHC Position: Q2 2020 in Review

Freedom Investment Management sold out of Encompass Health (EHC) in Q2 2020, closing a stake of 4,663 shares — an estimated $295K sold.

Freedom Investment Management first reported a position in EHC in Q1 2017 and held it in 9 quarters. The position peaked at $891K in Q2 2018. 384 funds tracked by Wall St. Rank hold EHC as of Q2 2020.

  • Freedom Investment Management reported no remaining Encompass Health position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 4,663 Encompass Health shares in Q2 2020, an estimated $295K.
  • Freedom Investment Management first reported a position in Encompass Health in Q1 2017 and held it in 9 quarters.
  • Freedom Investment Management's Encompass Health position peaked at $891K in Q2 2018.
  • 384 funds tracked by Wall St. Rank held Encompass Health as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.