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IBM Retirement Fund’s Encompass Health EHC Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-3,435
Closed -$205K – 605
2021
Q3 		$205K Hold
3,435
– – 0.02% 722
2021
Q2 		$213K Sell
3,435
-783
-19% -$52.2K 0.02% 716
2021
Q1 		$275K Sell
4,218
-389
-8% -$25.4K 0.02% 650
2020
Q4 		$303K Buy
4,607
+593
+15% +$34.9K 0.02% 608
2020
Q3 		$207K Buy
+4,014
New +$206K 0.02% 643

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBM Retirement Fund's EHC Position: Q4 2021 in Review

IBM Retirement Fund sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 3,435 shares — an estimated $205K sold.

IBM Retirement Fund first reported a position in EHC in Q3 2020 and held it in 5 quarters. The position peaked at $303K in Q4 2020. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • IBM Retirement Fund reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 3,435 Encompass Health shares in Q4 2021, an estimated $205K.
  • IBM Retirement Fund first reported a position in Encompass Health in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's Encompass Health position peaked at $303K in Q4 2020.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.