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Pendal Group’s Encompass Health EHC Stock Holding History

Pendal 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
2022
Q1 		– Sell
-6,872
Closed -$357K – 516
2021
Q4 		$357K Buy
+6,872
New +$355K ﹤0.01% 458
2021
Q3 		– Sell
-5,029
Closed -$312K – 592
2021
Q2 		$312K Hold
5,029
– – ﹤0.01% 491
2021
Q1 		$328K Buy
5,029
+994
+25% +$64.8K ﹤0.01% 467
2020
Q4 		$265K Sell
4,035
-859
-18% -$50.5K ﹤0.01% 461
2020
Q3 		$253K Buy
+4,894
New +$251K ﹤0.01% 381

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pendal Group's EHC Position: Q1 2022 in Review

Pendal Group sold out of Encompass Health (EHC) in Q1 2022, closing a stake of 6,872 shares — an estimated $357K sold.

Pendal Group first reported a position in EHC in Q3 2020 and held it in 5 quarters. The position peaked at $357K in Q4 2021. 406 funds tracked by Wall St. Rank hold EHC as of Q1 2022.

  • Pendal Group reported no remaining Encompass Health position as of Q1 2022 after selling out during the quarter.
  • Pendal Group sold 6,872 Encompass Health shares in Q1 2022, an estimated $357K.
  • Pendal Group first reported a position in Encompass Health in Q3 2020 and held it in 5 quarters.
  • Pendal Group's Encompass Health position peaked at $357K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Encompass Health as of Q1 2022.

Based on Pendal Group's 13F filing for Q1 2022, filed 25 Apr 2022.