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Legato Capital Management’s Encompass Health EHC Stock Holding History

Legato Capital Management’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
Q4 		– Sell
-8,605
Closed -$578K – 586
2023
Q3 		$578K Buy
+8,605
New +$592K 0.08% 363
2018
Q1 		– Sell
-33,652
Closed -$1.32M – 146
2017
Q4 		$1.32M Sell
33,652
-7,607
-18% -$289K 0.19% 129
2017
Q3 		$1.52M Buy
41,259
+18,379
+80% +$655K 0.23% 117
2017
Q2 		$881K Buy
22,880
+21,124
+1,203% +$773K 0.38% 73
2017
Q1 		$60K Buy
1,756
+440
+33% +$14.4K 0.07% 53
2016
Q4 		$43.2K Buy
+1,316
New +$42.7K 0.78% 66

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Legato Capital Management's EHC Position: Q4 2023 in Review

Legato Capital Management sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 8,605 shares — an estimated $578K sold.

Legato Capital Management first reported a position in EHC in Q4 2016 and held it in 6 quarters. The position peaked at $1.52M in Q3 2017. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • Legato Capital Management reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • Legato Capital Management sold 8,605 Encompass Health shares in Q4 2023, an estimated $578K.
  • Legato Capital Management first reported a position in Encompass Health in Q4 2016 and held it in 6 quarters.
  • Legato Capital Management's Encompass Health position peaked at $1.52M in Q3 2017.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Legato Capital Management's 13F filing for Q4 2023, filed 16 Jan 2024.