Oakbrook Investments’s Encompass Health EHC Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-12,256	Closed	-$675K	–	211
2019 Q4	$675K	Sell	12,256 -2,325	-16%	-$126K	0.14%	231
2019 Q3	$734K	Buy	+14,581	New	+$733K	0.05%	305
2019 Q2	–	Sell	-13,324	Closed	-$619K	–	614
2019 Q1	$619K	Buy	13,324 +503	+4%	+$25.5K	0.04%	352
2018 Q4	$629K	Sell	12,821 -3,143	-20%	-$179K	0.04%	317
2018 Q3	$990K	Buy	15,964 +9,428	+144%	+$573K	0.05%	297
2018 Q2	$352K	Sell	6,536 -2,766	-30%	-$138K	0.02%	424
2018 Q1	$423K	Buy	9,302 +252	+3%	+$10.8K	0.03%	402
2017 Q4	$356K	Buy	+9,050	New	+$344K	0.02%	427

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 $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oakbrook Investments's EHC Position: Q1 2020 in Review

Oakbrook Investments sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 12,256 shares — an estimated $675K sold.

Oakbrook Investments first reported a position in EHC in Q4 2017 and held it in 8 quarters. The position peaked at $990K in Q3 2018. 374 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

Oakbrook Investments reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 12,256 Encompass Health shares in Q1 2020, an estimated $675K.
Oakbrook Investments first reported a position in Encompass Health in Q4 2017 and held it in 8 quarters.
Oakbrook Investments's Encompass Health position peaked at $990K in Q3 2018.
374 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.