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PFS Investments’s Encompass Health EHC Stock Holding History

PFS 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
2021
Q4 		– Sell
-42,605
Closed -$2.22M – 401
2021
Q3 		$2.22M Buy
42,605
+3,991
+10% +$251K 0.05% 253
2021
Q2 		$2.5M Buy
38,614
+5,704
+17% +$380K 0.06% 229
2021
Q1 		$2.14M Buy
32,910
+6,079
+23% +$396K 0.05% 230
2020
Q4 		$1.8M Buy
26,831
+2,731
+11% +$161K 0.05% 230
2020
Q3 		$1.25M Buy
24,100
+8,012
+50% +$411K 0.04% 229
2020
Q2 		$793K Buy
16,088
+5,835
+57% +$315K 0.03% 221
2020
Q1 		$522K Buy
+10,253
New +$591K 0.02% 217

Other funds holding EHC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PFS Investments's EHC Position: Q4 2021 in Review

PFS Investments sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 42,605 shares — an estimated $2.22M sold.

PFS Investments first reported a position in EHC in Q1 2020 and held it in 7 quarters. The position peaked at $2.5M in Q2 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • PFS Investments reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • PFS Investments sold 42,605 Encompass Health shares in Q4 2021, an estimated $2.22M.
  • PFS Investments first reported a position in Encompass Health in Q1 2020 and held it in 7 quarters.
  • PFS Investments's Encompass Health position peaked at $2.5M in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on PFS Investments's 13F filing for Q4 2021, filed 11 Feb 2022.