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Opus Capital Group’s Encompass Health EHC Stock Holding History

Opus Capital 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
2020
Q1 		– Sell
-3,907
Closed -$215K – 116
2019
Q4 		$215K Buy
+3,907
New +$212K 0.06% 133
2019
Q2 		– Sell
-11,635
Closed -$541K – 178
2019
Q1 		$541K Buy
11,635
+3,196
+38% +$162K 0.14% 138
2018
Q4 		$414K Sell
8,439
-6,000
-42% -$341K 0.09% 156
2018
Q3 		$895K Sell
14,439
-43,287
-75% -$2.63M 0.2% 115
2018
Q2 		$3.11M Sell
57,726
-81
-0.1% -$4.05K 0.76% 14
2018
Q1 		$2.63M Sell
57,807
-18,387
-24% -$788K 0.66% 21
2017
Q4 		$3M Sell
76,194
-8,823
-10% -$336K 0.66% 39
2017
Q3 		$3.13M Sell
85,017
-25,589
-23% -$912K 0.71% 44
2017
Q2 		$4.26M Buy
110,606
+99,006
+854% +$3.63M 0.83% 29
2017
Q1 		$395K Sell
11,600
-123
-1% -$4.04K 0.05% 156
2016
Q4 		$385K Buy
11,723
+5,026
+75% +$163K 0.06% 148
2016
Q3 		$216K Hold
6,697
– – 0.04% 183
2016
Q2 		$207K Buy
+6,697
New +$209K 0.05% 177
2016
Q1 		– Sell
-18,435
Closed -$510K – 201
2015
Q4 		$510K Buy
+18,435
New +$524K 0.09% 162

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Opus Capital Group's EHC Position: Q1 2020 in Review

Opus Capital Group sold out of Encompass Health (EHC) in Q1 2020, closing a stake of 3,907 shares — an estimated $215K sold.

Opus Capital Group first reported a position in EHC in Q4 2015 and held it in 14 quarters. The position peaked at $4.26M in Q2 2017. 374 funds tracked by Wall St. Rank hold EHC as of Q1 2020.

  • Opus Capital Group reported no remaining Encompass Health position as of Q1 2020 after selling out during the quarter.
  • Opus Capital Group sold 3,907 Encompass Health shares in Q1 2020, an estimated $215K.
  • Opus Capital Group first reported a position in Encompass Health in Q4 2015 and held it in 14 quarters.
  • Opus Capital Group's Encompass Health position peaked at $4.26M in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Encompass Health as of Q1 2020.

Based on Opus Capital Group's 13F filing for Q1 2020, filed 30 Apr 2020.