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Lisanti Capital Growth’s Encompass Health EHC Stock Holding History

Lisanti Capital Growth’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
-155,005
Closed -$10.4M – 144
2023
Q3 		$10.4M Buy
+155,005
New +$10.7M 1.65% 12
2018
Q3 		– Sell
-13,576
Closed -$731K – 130
2018
Q2 		$731K Buy
+13,576
New +$678K 0.28% 107

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lisanti Capital Growth's EHC Position: Q4 2023 in Review

Lisanti Capital Growth sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 155,005 shares — an estimated $10.4M sold.

Lisanti Capital Growth first reported a position in EHC in Q2 2018 and held it in 2 quarters. The position peaked at $10.4M in Q3 2023. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • Lisanti Capital Growth reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • Lisanti Capital Growth sold 155,005 Encompass Health shares in Q4 2023, an estimated $10.4M.
  • Lisanti Capital Growth first reported a position in Encompass Health in Q2 2018 and held it in 2 quarters.
  • Lisanti Capital Growth's Encompass Health position peaked at $10.4M in Q3 2023.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Lisanti Capital Growth's 13F filing for Q4 2023, filed 6 Feb 2024.