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Penserra Capital Management’s Encompass Health EHC Stock Holding History

Penserra Capital Management’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
2023
Q4 		– Sell
-12,000
Closed -$805K – 1285
2023
Q3 		$805K Buy
+12,000
New +$825K 0.02% 400
2018
Q4 		– Sell
-88,311
Closed -$5.48M – 667
2018
Q3 		$5.48M Buy
+88,311
New +$5.37M 0.34% 72

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Penserra Capital Management's EHC Position: Q4 2023 in Review

Penserra Capital Management sold out of Encompass Health (EHC) in Q4 2023, closing a stake of 12,000 shares — an estimated $805K sold.

Penserra Capital Management first reported a position in EHC in Q3 2018 and held it in 2 quarters. The position peaked at $5.48M in Q3 2018. 435 funds tracked by Wall St. Rank hold EHC as of Q4 2023.

  • Penserra Capital Management reported no remaining Encompass Health position as of Q4 2023 after selling out during the quarter.
  • Penserra Capital Management sold 12,000 Encompass Health shares in Q4 2023, an estimated $805K.
  • Penserra Capital Management first reported a position in Encompass Health in Q3 2018 and held it in 2 quarters.
  • Penserra Capital Management's Encompass Health position peaked at $5.48M in Q3 2018.
  • 435 funds tracked by Wall St. Rank held Encompass Health as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.