Kaizen Advisory’s Encompass Health EHC Stock Holding History

Kaizen Advisory’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
2018 Q1	–	Sell	-29,635	Closed	-$1.79M	–	590
2017 Q4	$1.79M	Buy	+29,635	New	+$1.13M	1.07%	12

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kaizen Advisory's EHC Position: Q1 2018 in Review

Kaizen Advisory sold out of Encompass Health (EHC) in Q1 2018, closing a stake of 29,635 shares — an estimated $1.79M sold.

Kaizen Advisory first reported a position in EHC in Q4 2017 and held it in 1 quarter. The position peaked at $1.79M in Q4 2017. 354 funds tracked by Wall St. Rank hold EHC as of Q1 2018.

Kaizen Advisory reported no remaining Encompass Health position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 29,635 Encompass Health shares in Q1 2018, an estimated $1.79M.
Kaizen Advisory first reported a position in Encompass Health in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Encompass Health position peaked at $1.79M in Q4 2017.
354 funds tracked by Wall St. Rank held Encompass Health as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.