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Ladenburg Thalmann Financial Services’s Encompass Health EHC Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$486K Sell
8,828
-494
-5% -$26.8K ﹤0.01% 1842
2019
Q3 		$469K Sell
9,322
-378
-4% -$19K ﹤0.01% 1822
2019
Q2 		$487K Buy
9,700
+1,929
+25% +$93.6K ﹤0.01% 1764
2019
Q1 		$360K Sell
7,771
-3,208
-29% -$163K ﹤0.01% 1936
2018
Q4 		$542K Buy
10,979
+3,995
+57% +$227K ﹤0.01% 1476
2018
Q3 		$433K Sell
6,984
-484
-6% -$29.4K ﹤0.01% 1717
2018
Q2 		$336K Hold
7,468
– – ﹤0.01% 1856
2018
Q1 		$336K Sell
7,468
-598
-7% -$25.6K ﹤0.01% 1856
2017
Q4 		$317K Sell
8,066
-372
-4% -$14.1K ﹤0.01% 1868
2017
Q3 		$310K Sell
8,438
-360
-4% -$12.8K ﹤0.01% 1772
2017
Q2 		$339K Buy
8,798
+670
+8% +$24.5K ﹤0.01% 1659
2017
Q1 		$277K Buy
8,128
+164
+2% +$5.38K ﹤0.01% 1687
2016
Q4 		$260K Buy
7,964
+15
+0.2% +$487 ﹤0.01% 1642
2016
Q3 		$256K Buy
7,949
+2,218
+39% +$71.9K ﹤0.01% 1583
2016
Q2 		$178K Sell
5,731
-1,586
-22% -$49.6K ﹤0.01% 1759
2016
Q1 		$219K Sell
7,317
-2,242
-23% -$61.9K ﹤0.01% 1555
2015
Q4 		$265K Buy
9,559
+1,259
+15% +$35.8K ﹤0.01% 1394
2015
Q3 		$252K Buy
8,300
+2,358
+40% +$82.1K 0.01% 1329
2015
Q2 		$218K Sell
5,942
-95
-2% -$3.39K ﹤0.01% 1553
2015
Q1 		$213K Buy
6,037
+1,771
+42% +$60.6K ﹤0.01% 1530
2014
Q4 		$133K Sell
4,266
-9
-0.2% -$281 ﹤0.01% 1700
2014
Q3 		$125K Sell
4,275
-31
-0.7% -$945 ﹤0.01% 1475
2014
Q2 		$123K Buy
4,306
+126
+3% +$3.51K ﹤0.01% 1466
2014
Q1 		$119K Hold
4,180
– – ﹤0.01% 1393
2013
Q4 		$110K Hold
4,180
– – ﹤0.01% 1417
2013
Q3 		$115K Hold
4,180
– – ﹤0.01% 1310
2013
Q2 		$97K Buy
+4,180
New +$94.5K ﹤0.01% 1329

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EHC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Encompass Health (EHC) stake by 5.3% in Q4 2019, selling an estimated $26.8K and leaving 8,828 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Ladenburg Thalmann Financial Services first reported a position in EHC in Q2 2013 and has held it in 27 quarters since. The position peaked at $542K in Q4 2018. 397 funds tracked by Wall St. Rank hold EHC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,828 shares of Encompass Health worth $486K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 494 Encompass Health shares in Q4 2019, an estimated $26.8K.
  • Encompass Health made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1842 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Encompass Health in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Encompass Health position peaked at $542K in Q4 2018.
  • 397 funds tracked by Wall St. Rank held Encompass Health as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.