JG
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Jefferies Group’s Encompass Health EHC Stock Holding History

Jefferies Group’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
-6,383
Closed -$381K – 1725
2021
Q3 		$381K Buy
+6,383
New +$402K ﹤0.01% 1316
2020
Q2 		– Sell
-3,951
Closed -$201K – 1509
2020
Q1 		$201K Sell
3,951
-29,261
-88% -$1.69M ﹤0.01% 1677
2019
Q4 		$1.83M Sell
33,212
-23,334
-41% -$1.27M 0.01% 1106
2019
Q3 		$2.85M Buy
56,546
+9,577
+20% +$481K 0.02% 844
2019
Q2 		$2.37M Sell
46,969
-42,225
-47% -$2.05M 0.02% 836
2019
Q1 		$4.14M Buy
89,194
+43,958
+97% +$2.23M 0.03% 519
2018
Q4 		$2.22M Sell
45,236
-33,549
-43% -$1.91M 0.02% 766
2018
Q3 		$4.89M Buy
78,785
+55,530
+239% +$3.38M 0.03% 539
2018
Q2 		$1.25M Buy
23,255
+14,079
+153% +$704K 0.01% 1131
2018
Q1 		$417K Sell
9,176
-5,012
-35% -$215K ﹤0.01% 1600
2017
Q4 		$558K Buy
14,188
+3,061
+28% +$116K ﹤0.01% 1675
2017
Q3 		$410K Sell
11,127
-25,517
-70% -$909K ﹤0.01% 1736
2017
Q2 		$1.41M Buy
36,644
+3,643
+11% +$133K 0.01% 1119
2017
Q1 		$1.12M Buy
33,001
+19,311
+141% +$634K 0.01% 1216
2016
Q4 		$449K Sell
13,690
-3,653
-21% -$119K ﹤0.01% 1632
2016
Q3 		$560K Sell
17,343
-36,826
-68% -$1.19M ﹤0.01% 1568
2016
Q2 		$1.67M Buy
54,169
+45,551
+529% +$1.42M 0.01% 944
2016
Q1 		$258K Buy
+8,618
New +$238K ﹤0.01% 1744
2015
Q3 		– Sell
-15,733
Closed -$576K – 2471
2015
Q2 		$576K Buy
+15,733
New +$561K ﹤0.01% 1501
2014
Q1 		– Sell
-7,792
Closed -$207K – 2109
2013
Q4 		$207K Buy
7,792
+2,965
+61% +$82.5K ﹤0.01% 1585
2013
Q3 		$132K Buy
4,827
+4,398
+1,025% +$113K ﹤0.01% 1684
2013
Q2 		$9K Buy
+429
New +$9.7K ﹤0.01% 1761

Other funds holding EHC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Group's EHC Position: Q4 2021 in Review

Jefferies Group sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 6,383 shares — an estimated $381K sold.

Jefferies Group first reported a position in EHC in Q2 2013 and held it in 22 quarters. The position peaked at $4.89M in Q3 2018. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Jefferies Group reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 6,383 Encompass Health shares in Q4 2021, an estimated $381K.
  • Jefferies Group first reported a position in Encompass Health in Q2 2013 and held it in 22 quarters.
  • Jefferies Group's Encompass Health position peaked at $4.89M in Q3 2018.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.