Nekton Capital’s Encompass Health EHC Stock Holding History

Nekton Capital’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 Q3	–	Sell	-380,558	Closed	-$17M	–	19
2022 Q2	$17M	Buy	380,558 +53,522	+16%	+$2.75M	5.47%	7
2022 Q1	$18.5M	Buy	+327,036	New	+$17.1M	4.56%	10

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 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

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nekton Capital's EHC Position: Q3 2022 in Review

Nekton Capital sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 380,558 shares — an estimated $17M sold.

Nekton Capital first reported a position in EHC in Q1 2022 and held it in 2 quarters. The position peaked at $18.5M in Q1 2022. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

Nekton Capital reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
Nekton Capital sold 380,558 Encompass Health shares in Q3 2022, an estimated $17M.
Nekton Capital first reported a position in Encompass Health in Q1 2022 and held it in 2 quarters.
Nekton Capital's Encompass Health position peaked at $18.5M in Q1 2022.
347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Nekton Capital's 13F filing for Q3 2022, filed 14 Nov 2022.