Itau Unibanco Holding S.A.’s Encompass Health EHC Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q2	–	Sell	-1,479	Closed	-$80K	–	542
2023 Q1	$80K	Buy	+1,479	New	+$86.1K	﹤0.01%	276
2020 Q2	–	Sell	-1,505	Closed	-$77K	–	237
2020 Q1	$77K	Sell	1,505 -761	-34%	-$43.9K	0.01%	158
2019 Q4	$125K	Buy	+2,266	New	+$123K	0.01%	440
2019 Q3	–	Sell	-15,702	Closed	-$791K	–	417
2019 Q2	$791K	Buy	15,702 +12,366	+371%	+$600K	0.04%	138
2019 Q1	$163K	Hold	3,336	–	–	0.01%	226
2018 Q4	$163K	Sell	3,336 -1,422	-30%	-$80.9K	0.01%	226
2018 Q3	$295K	Sell	4,758 -2,350	-33%	-$143K	0.02%	186
2018 Q2	$383K	Buy	+7,108	New	+$355K	0.04%	154

Other funds holding EHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EHC Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Encompass Health (EHC) in Q2 2023, closing a stake of 1,479 shares — an estimated $80K sold.

Itau Unibanco Holding S.A. first reported a position in EHC in Q2 2018 and held it in 8 quarters. The position peaked at $791K in Q2 2019. 385 funds tracked by Wall St. Rank hold EHC as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Encompass Health position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,479 Encompass Health shares in Q2 2023, an estimated $80K.
Itau Unibanco Holding S.A. first reported a position in Encompass Health in Q2 2018 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s Encompass Health position peaked at $791K in Q2 2019.
385 funds tracked by Wall St. Rank held Encompass Health as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.