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Investment Research & Advisory Group’s Encompass Health EHC Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-195
Closed -$11K – 160
2019
Q4 		$11K Buy
+195
New +$10.6K 0.01% 154

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Investment Research & Advisory Group's EHC Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 195 shares — an estimated $11K sold.

Investment Research & Advisory Group first reported a position in EHC in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 375 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 195 Encompass Health shares in Q1 2020, an estimated $11K.
  • Investment Research & Advisory Group first reported a position in Encompass Health in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Encompass Health position peaked at $11K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.