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EHC icon

INVST’s Encompass Health EHC Stock Holding History

INVST’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
-8,661
Closed -$517K – 189
2021
Q3 		$517K Buy
8,661
+340
+4% +$21.4K 0.08% 106
2021
Q2 		$527K Buy
8,321
+1,214
+17% +$80.9K 0.09% 104
2021
Q1 		$480K Buy
7,107
+506
+8% +$33K 0.08% 109
2020
Q4 		$434K Buy
6,601
+1,450
+28% +$85.3K 0.08% 125
2020
Q3 		$270K Buy
5,151
+728
+16% +$37.4K 0.06% 133
2020
Q2 		$221K Buy
+4,423
New +$239K 0.07% 137

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 $3.38T AUM 44.17% 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

INVST's EHC Position: Q4 2021 in Review

INVST sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 8,661 shares — an estimated $517K sold.

INVST first reported a position in EHC in Q2 2020 and held it in 6 quarters. The position peaked at $527K in Q2 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • INVST reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • INVST sold 8,661 Encompass Health shares in Q4 2021, an estimated $517K.
  • INVST first reported a position in Encompass Health in Q2 2020 and held it in 6 quarters.
  • INVST's Encompass Health position peaked at $527K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on INVST's 13F filing for Q4 2021, filed 25 Feb 2022.