LSV Asset Management
EHC icon

LSV Asset Management’s Encompass Health EHC Stock Holding History

LSV Asset 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
2021
Q1 		– Sell
-25,014
Closed -$1.65M – 930
2020
Q4 		$1.65M Sell
25,014
-76,803
-75% -$4.52M ﹤0.01% 693
2020
Q3 		$5.26M Hold
101,817
– – 0.01% 526
2020
Q2 		$5.02M Hold
101,817
– – 0.01% 536
2020
Q1 		$5.19M Sell
101,817
-14,078
-12% -$812K 0.01% 488
2019
Q4 		$6.39M Hold
115,895
– – 0.01% 536
2019
Q3 		$5.83M Sell
115,895
-11,942
-9% -$600K 0.01% 543
2019
Q2 		$6.44M Hold
127,837
– – 0.01% 523
2019
Q1 		$5.94M Sell
127,837
-53,925
-30% -$2.73M 0.01% 540
2018
Q4 		$8.92M Sell
181,762
-197,726
-52% -$11.2M 0.02% 486
2018
Q3 		$23.5M Sell
379,488
-27,026
-7% -$1.64M 0.04% 359
2018
Q2 		$21.9M Sell
406,514
-85,350
-17% -$4.27M 0.03% 367
2018
Q1 		$22.4M Sell
491,864
-109,181
-18% -$4.68M 0.04% 353
2017
Q4 		$23.6M Sell
601,045
-5,405
-0.9% -$206K 0.04% 348
2017
Q3 		$22.4M Buy
606,450
+1,006
+0.2% +$35.8K 0.04% 351
2017
Q2 		$23.3M Buy
605,444
+118,409
+24% +$4.34M 0.04% 336
2017
Q1 		$16.6M Buy
487,035
+364,855
+299% +$12M 0.03% 376
2016
Q4 		$4.01M Buy
122,180
+117,082
+2,297% +$3.8M 0.01% 600
2016
Q3 		$164K Buy
+5,098
New +$165K ﹤0.01% 934
2015
Q3 		– Sell
-52,291
Closed -$1.92M – 973
2015
Q2 		$1.92M Sell
52,291
-382,254
-88% -$13.6M ﹤0.01% 637
2015
Q1 		$15.3M Buy
+434,545
New +$14.9M 0.03% 313

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LSV Asset Management's EHC Position: Q1 2021 in Review

LSV Asset Management sold out of Encompass Health (EHC) in Q1 2021, closing a stake of 25,014 shares — an estimated $1.65M sold.

LSV Asset Management first reported a position in EHC in Q1 2015 and held it in 20 quarters. The position peaked at $23.6M in Q4 2017. 403 funds tracked by Wall St. Rank hold EHC as of Q1 2021.

  • LSV Asset Management reported no remaining Encompass Health position as of Q1 2021 after selling out during the quarter.
  • LSV Asset Management sold 25,014 Encompass Health shares in Q1 2021, an estimated $1.65M.
  • LSV Asset Management first reported a position in Encompass Health in Q1 2015 and held it in 20 quarters.
  • LSV Asset Management's Encompass Health position peaked at $23.6M in Q4 2017.
  • 403 funds tracked by Wall St. Rank held Encompass Health as of Q1 2021.

Based on LSV Asset Management's 13F filing for Q1 2021, filed 30 Apr 2021.