GI
EHC icon

Gradient Investments’s Encompass Health EHC Stock Holding History

Gradient 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
2022
Q1 		– Sell
-8
Closed – – 1218
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1256
2021
Q3 		$0 Buy
+8
New +$503 ﹤0.01% 1164
2017
Q3 		– Sell
-67
Closed -$3K – 360
2017
Q2 		$3K Buy
+67
New +$2.45K ﹤0.01% 642

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's EHC Position: Q1 2022 in Review

Gradient Investments sold out of Encompass Health (EHC) in Q1 2022, closing a stake of 8 shares.

Gradient Investments first reported a position in EHC in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 406 funds tracked by Wall St. Rank hold EHC as of Q1 2022.

  • Gradient Investments reported no remaining Encompass Health position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 8 Encompass Health shares in Q1 2022.
  • Gradient Investments first reported a position in Encompass Health in Q2 2017 and held it in 3 quarters.
  • Gradient Investments's Encompass Health position peaked at $3K in Q2 2017.
  • 406 funds tracked by Wall St. Rank held Encompass Health as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.