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Jana Partners’s Encompass Health EHC Stock Holding History

Jana 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
2023
Q1 		– Sell
-387,062
Closed -$23.2M – 10
2022
Q4 		$23.2M Sell
387,062
-2,240,000
-85% -$122M 1.89% 9
2022
Q3 		$119M Sell
2,627,062
-956,851
-27% -$47.9M 10.17% 6
2022
Q2 		$160M Buy
3,583,913
+27,394
+0.8% +$1.41M 13.82% 5
2022
Q1 		$201M Sell
3,556,519
-81,591
-2% -$4.26M 13.05% 4
2021
Q4 		$189M Buy
3,638,110
+1,121,725
+45% +$57.9M 12.21% 5
2021
Q3 		$150M Sell
2,516,385
-34,184
-1% -$2.15M 11.74% 4
2021
Q2 		$158M Buy
2,550,569
+409,571
+19% +$27.3M 13.06% 4
2021
Q1 		$139M Sell
2,140,998
-1,118,546
-34% -$72.9M 9.41% 5
2020
Q4 		$214M Buy
3,259,544
+1,070,462
+49% +$63M 14.52% 3
2020
Q3 		$113M Buy
+2,189,082
New +$112M 10.12% 4

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return