ITP
EHC icon

Iron Triangle Partners’s Encompass Health EHC Stock Holding History

Iron Triangle Partners’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
Q3 		– Sell
-708,454
Closed -$44M – 27
2021
Q2 		$44M Sell
708,454
-265,721
-27% -$17.7M 4.53% 10
2021
Q1 		$63.5M Buy
974,175
+345,675
+55% +$22.5M 8.07% 1
2020
Q4 		$41.3M Sell
628,500
-248,457
-28% -$14.6M 5.36% 7
2020
Q3 		$45.3M Buy
876,957
+185,607
+27% +$9.52M 10.13% 1
2020
Q2 		$34.1M Buy
691,350
+188,550
+38% +$10.2M 8.58% 1
2020
Q1 		$25.6M Buy
502,800
+4,186
+0.8% +$241K 9.91% 1
2019
Q4 		$27.5M Buy
+498,614
New +$27.1M 7.28% 3

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Iron Triangle Partners's EHC Position: Q3 2021 in Review

Iron Triangle Partners sold out of Encompass Health (EHC) in Q3 2021, closing a stake of 708,454 shares — an estimated $44M sold.

Iron Triangle Partners first reported a position in EHC in Q4 2019 and held it in 7 quarters. The position peaked at $63.5M in Q1 2021. 435 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

  • Iron Triangle Partners reported no remaining Encompass Health position as of Q3 2021 after selling out during the quarter.
  • Iron Triangle Partners sold 708,454 Encompass Health shares in Q3 2021, an estimated $44M.
  • Iron Triangle Partners first reported a position in Encompass Health in Q4 2019 and held it in 7 quarters.
  • Iron Triangle Partners's Encompass Health position peaked at $63.5M in Q1 2021.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on Iron Triangle Partners's 13F filing for Q3 2021, filed 15 Nov 2021.