Loring Wolcott & Coolidge Fiduciary Advisors’s Encompass Health EHC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-34	Closed	-$2K	–	805
2021 Q2	$2K	Buy	+34	New	+$2.27K	﹤0.01%	850
2020 Q1	–	Sell	-161	Closed	-$9K	–	667
2019 Q4	$9K	Hold	161	–	–	﹤0.01%	583
2019 Q3	$8K	Hold	161	–	–	﹤0.01%	583
2019 Q2	$8K	Buy	+161	New	+$7.81K	﹤0.01%	575
2019 Q1	–	Sell	-11	Closed	–	–	713
2018 Q4	$0	Hold	11	–	–	﹤0.01%	701
2018 Q3	$0	Hold	11	–	–	﹤0.01%	658
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	642
2018 Q1	$0	Hold	11	–	–	﹤0.01%	744
2017 Q4	$0	Hold	11	–	–	﹤0.01%	776
2017 Q3	$0	Buy	+11	New	+$392	﹤0.01%	816

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EHC Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Encompass Health (EHC) in Q3 2021, closing a stake of 34 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EHC in Q3 2017 and held it in 10 quarters. The position peaked at $9K in Q4 2019. 435 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Encompass Health position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 34 Encompass Health shares in Q3 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Encompass Health in Q3 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Encompass Health position peaked at $9K in Q4 2019.
435 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.