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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 $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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jana Partners's EHC Position: Q1 2023 in Review

Jana Partners sold out of Encompass Health (EHC) in Q1 2023, closing a stake of 387,062 shares — an estimated $23.2M sold.

Jana Partners first reported a position in EHC in Q3 2020 and held it in 10 quarters. The position peaked at $214M in Q4 2020. 390 funds tracked by Wall St. Rank hold EHC as of Q1 2023.

  • Jana Partners reported no remaining Encompass Health position as of Q1 2023 after selling out during the quarter.
  • Jana Partners sold 387,062 Encompass Health shares in Q1 2023, an estimated $23.2M.
  • Jana Partners first reported a position in Encompass Health in Q3 2020 and held it in 10 quarters.
  • Jana Partners's Encompass Health position peaked at $214M in Q4 2020.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q1 2023.

Based on Jana Partners's 13F filing for Q1 2023, filed 15 May 2023.