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Moneta Group Investment Advisors’s Encompass Health EHC Stock Holding History

Moneta Group Investment 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
2022
Q1 		– Sell
-4,372
Closed -$227K – 458
2021
Q4 		$227K Hold
4,372
– – 0.01% 435
2021
Q3 		$261K Sell
4,372
-10
-0.2% -$629 0.01% 387
2021
Q2 		$272K Buy
4,382
+8
+0.2% +$533 0.01% 382
2021
Q1 		$285K Buy
+4,374
New +$285K 0.02% 342

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's EHC Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Encompass Health (EHC) in Q1 2022, closing a stake of 4,372 shares — an estimated $227K sold.

Moneta Group Investment Advisors first reported a position in EHC in Q1 2021 and held it in 4 quarters. The position peaked at $285K in Q1 2021. 407 funds tracked by Wall St. Rank hold EHC as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining Encompass Health position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,372 Encompass Health shares in Q1 2022, an estimated $227K.
  • Moneta Group Investment Advisors first reported a position in Encompass Health in Q1 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Encompass Health position peaked at $285K in Q1 2021.
  • 407 funds tracked by Wall St. Rank held Encompass Health as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.