Herndon Capital Management’s Encompass Health EHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$5K Buy
+126
New +$4.61K ﹤0.01% 180
2015
Q4
Sell
-582
Closed -$18K 212
2015
Q3
$18K Buy
+582
New +$20.3K ﹤0.01% 151
2015
Q2
Sell
-434
Closed -$15K 204
2015
Q1
$15K Buy
+434
New +$14.9K ﹤0.01% 156

Other funds holding EHC

Herndon Capital Management's EHC Position: Q2 2017 in Review

Herndon Capital Management opened a new position in Encompass Health (EHC) in Q2 2017: 126 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Herndon Capital Management previously reported a position in EHC as recently as Q3 2015.

Herndon Capital Management first reported a position in EHC in Q1 2015 and has held it in 3 quarters since. The position peaked at $18K in Q3 2015. 333 funds tracked by Wall St. Rank hold EHC as of Q2 2017.

  • Herndon Capital Management held 126 shares of Encompass Health worth $5K as of Q2 2017.
  • Encompass Health was a new Herndon Capital Management position in Q2 2017.
  • Encompass Health made up ﹤0.01% of Herndon Capital Management's portfolio in Q2 2017, its #180 holding.
  • Herndon Capital Management first reported a position in Encompass Health in Q1 2015 and has held it in 3 quarters since.
  • Herndon Capital Management's Encompass Health position peaked at $18K in Q3 2015.
  • 333 funds tracked by Wall St. Rank held Encompass Health as of Q2 2017.

Based on Herndon Capital Management's 13F filing for Q2 2017, filed 4 Aug 2017.