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JOYN Advisors’s Encompass Health EHC Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-791
Closed -$39K – 481
2018
Q4 		$39K Sell
791
-133
-14% -$7.57K 0.01% 427
2018
Q3 		$57K Sell
924
-31
-3% -$1.89K 0.01% 363
2018
Q2 		$51K Sell
955
-142
-13% -$7.1K 0.01% 389
2018
Q1 		$50K Buy
+1,097
New +$47K 0.01% 451

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JOYN Advisors's EHC Position: Q1 2019 in Review

JOYN Advisors sold out of Encompass Health (EHC) in Q1 2019, closing a stake of 791 shares — an estimated $39K sold.

JOYN Advisors first reported a position in EHC in Q1 2018 and held it in 4 quarters. The position peaked at $57K in Q3 2018. 427 funds tracked by Wall St. Rank hold EHC as of Q1 2019.

  • JOYN Advisors reported no remaining Encompass Health position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 791 Encompass Health shares in Q1 2019, an estimated $39K.
  • JOYN Advisors first reported a position in Encompass Health in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Encompass Health position peaked at $57K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Encompass Health as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.