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Next Financial Group’s Encompass Health EHC Stock Holding History

Next Financial Group’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
Q4 		$13K Buy
248
+188
+313% +$9.7K ﹤0.01% 2073
2021
Q3 		$4K Buy
60
+21
+54% +$1.32K ﹤0.01% 2307
2021
Q2 		$2K Sell
39
-83
-68% -$5.53K ﹤0.01% 2398
2021
Q1 		$8K Sell
122
-78
-39% -$5.09K ﹤0.01% 1944
2020
Q4 		$13K Buy
+200
New +$11.8K ﹤0.01% 1682
2020
Q1 		– Sell
-4,930
Closed -$273K – 2189
2019
Q4 		$273K Sell
4,930
-621
-11% -$33.7K 0.03% 572
2019
Q3 		$281K Sell
5,551
-1,466
-21% -$73.7K 0.03% 527
2019
Q2 		$355K Sell
7,017
-256
-4% -$12.4K 0.04% 456
2019
Q1 		$339K Buy
7,273
+5,653
+349% +$286K 0.09% 226
2018
Q4 		$80K Buy
+1,620
New +$92.1K 0.02% 653
2017
Q3 		– Sell
-1,546
Closed -$60K – 1796
2017
Q2 		$60K Buy
1,546
+1,257
+435% +$46K 0.01% 722
2017
Q1 		$11K Hold
289
– – ﹤0.01% 1237
2016
Q4 		$9K Hold
289
– – ﹤0.01% 1683
2016
Q3 		$9K Hold
289
– – ﹤0.01% 1682
2016
Q2 		$8K Hold
289
– – ﹤0.01% 1268
2016
Q1 		$8K Buy
+289
New +$7.98K ﹤0.01% 1232
2015
Q1 		– Sell
-25
Closed -$1K – 1864
2014
Q4 		$1K Sell
25
-25
-50% -$779 ﹤0.01% 1798
2014
Q3 		$1K Buy
+50
New +$1.52K ﹤0.01% 2407

Other funds holding EHC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's EHC Position: Q4 2021 in Review

Next Financial Group increased its Encompass Health (EHC) stake by 313% in Q4 2021, buying an estimated $9.7K and bringing the position to 248 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Next Financial Group first reported a position in EHC in Q3 2014 and has held it in 18 quarters since. The position peaked at $355K in Q2 2019. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Next Financial Group held 248 shares of Encompass Health worth $13K as of Q4 2021.
  • Next Financial Group bought 188 Encompass Health shares in Q4 2021, an estimated $9.7K.
  • Encompass Health made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2073 holding.
  • Next Financial Group first reported a position in Encompass Health in Q3 2014 and has held it in 18 quarters since.
  • Next Financial Group's Encompass Health position peaked at $355K in Q2 2019.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.