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Saddle Road Partners’s Encompass Health EHC Stock Holding History

Saddle Road Partners’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
2016
Q4 		$1.02M Buy
30,954
+8,772
+40% +$285K 0.52% 44
2016
Q3 		$716K Hold
22,182
– – 0.41% 53
2016
Q2 		$685K Hold
22,182
– – 0.41% 54
2016
Q1 		$664K Buy
22,182
+1,749
+9% +$48.3K 0.42% 56
2015
Q4 		$566K Buy
+20,433
New +$581K 0.39% 70

Other funds holding EHC

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Saddle Road Partners's EHC Position: Q4 2016 in Review

Saddle Road Partners increased its Encompass Health (EHC) stake by 40% in Q4 2016, buying an estimated $285K and bringing the position to 30,954 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #44.

Saddle Road Partners first reported a position in EHC in Q4 2015 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold EHC as of Q4 2016.

  • Saddle Road Partners held 30,954 shares of Encompass Health worth $1.02M as of Q4 2016.
  • Saddle Road Partners bought 8,772 Encompass Health shares in Q4 2016, an estimated $285K.
  • Encompass Health made up 0.52% of Saddle Road Partners's portfolio in Q4 2016, its #44 holding.
  • Saddle Road Partners first reported a position in Encompass Health in Q4 2015 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held Encompass Health as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.