Hotaling Investment Management’s Encompass Health EHC Stock Holding History

Hotaling 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
2022 Q4	$225K	Buy	+3,765	New	+$205K	0.1%	106
2022 Q3	–	Sell	-4,641	Closed	-$207K	–	115
2022 Q2	$207K	Buy	4,641 +1,096	+31%	+$56.2K	0.09%	117
2022 Q1	$201K	Buy	+3,545	New	+$185K	0.08%	125
2021 Q2	–	Sell	-3,125	Closed	-$204K	–	128
2021 Q1	$204K	Sell	3,125 -236	-7%	-$15.4K	0.09%	109
2020 Q4	$221K	Buy	+3,361	New	+$198K	0.1%	101
2020 Q2	–	Sell	-4,300	Closed	-$219K	–	107
2020 Q1	$219K	Sell	4,300 -288	-6%	-$16.6K	0.16%	91
2019 Q4	$253K	Buy	4,588 +31	+0.7%	+$1.68K	0.15%	97
2019 Q3	$229K	Buy	4,557 +44	+1%	+$2.21K	0.15%	97
2019 Q2	$227K	Buy	4,513 +29	+0.6%	+$1.41K	0.15%	104
2019 Q1	$208K	Sell	4,484 -11,098	-71%	-$562K	0.14%	113
2018 Q4	$765K	Buy	+15,582	New	+$886K	0.62%	61

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotaling Investment Management's EHC Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in Encompass Health (EHC) in Q4 2022: 3,765 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings. This is a return to the name: Hotaling Investment Management previously reported a position in EHC as recently as Q2 2022.

Hotaling Investment Management first reported a position in EHC in Q4 2018 and has held it in 11 quarters since. The position peaked at $765K in Q4 2018. 377 funds tracked by Wall St. Rank hold EHC as of Q4 2022.

Hotaling Investment Management held 3,765 shares of Encompass Health worth $225K as of Q4 2022.
Encompass Health was a new Hotaling Investment Management position in Q4 2022.
Encompass Health made up 0.1% of Hotaling Investment Management's portfolio in Q4 2022, its #106 holding.
Hotaling Investment Management first reported a position in Encompass Health in Q4 2018 and has held it in 11 quarters since.
Hotaling Investment Management's Encompass Health position peaked at $765K in Q4 2018.
377 funds tracked by Wall St. Rank held Encompass Health as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.