Jacobi Capital Management’s Encompass Health EHC Stock Holding History

Jacobi Capital Management’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	-1,257	Closed	-$75K	–	655
2021 Q3	$75K	Hold	1,257	–	–	0.01%	565
2021 Q2	$78K	Hold	1,257	–	–	0.01%	532
2021 Q1	$82K	Hold	1,257	–	–	0.01%	483
2020 Q4	$83K	Hold	1,257	–	–	0.01%	438
2020 Q3	$65K	Hold	1,257	–	–	0.01%	445
2020 Q2	$62K	Hold	1,257	–	–	0.01%	437
2020 Q1	$64K	Hold	1,257	–	–	0.01%	387
2019 Q4	$69K	Hold	1,257	–	–	0.01%	406
2019 Q3	$63K	Hold	1,257	–	–	0.01%	414
2019 Q2	$63K	Hold	1,257	–	–	0.01%	410
2019 Q1	$58K	Hold	1,257	–	–	0.01%	388
2018 Q4	$62K	Hold	1,257	–	–	0.02%	351
2018 Q3	$78K	Hold	1,257	–	–	0.02%	357
2018 Q2	$68K	Hold	1,257	–	–	0.02%	370
2018 Q1	$56K	Buy	+1,257	New	+$53.9K	0.02%	373

Other funds holding EHC

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

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

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Jacobi Capital Management's EHC Position: Q4 2021 in Review

Jacobi Capital Management sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 1,257 shares — an estimated $75K sold.

Jacobi Capital Management first reported a position in EHC in Q1 2018 and held it in 15 quarters. The position peaked at $83K in Q4 2020. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

Jacobi Capital Management reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,257 Encompass Health shares in Q4 2021, an estimated $75K.
Jacobi Capital Management first reported a position in Encompass Health in Q1 2018 and held it in 15 quarters.
Jacobi Capital Management's Encompass Health position peaked at $83K in Q4 2020.
409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.