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Santa Fe Partners’s Encompass Health EHC Stock Holding History

Santa Fe 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
2014
Q4 		– Sell
-7,474
Closed -$220K – 518
2014
Q3 		$220K Buy
+7,474
New +$228K 0.03% 478

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Santa Fe Partners's EHC Position: Q4 2014 in Review

Santa Fe Partners sold out of Encompass Health (EHC) in Q4 2014, closing a stake of 7,474 shares — an estimated $220K sold.

Santa Fe Partners first reported a position in EHC in Q3 2014 and held it in 1 quarter. The position peaked at $220K in Q3 2014. 241 funds tracked by Wall St. Rank hold EHC as of Q4 2014.

  • Santa Fe Partners reported no remaining Encompass Health position as of Q4 2014 after selling out during the quarter.
  • Santa Fe Partners sold 7,474 Encompass Health shares in Q4 2014, an estimated $220K.
  • Santa Fe Partners first reported a position in Encompass Health in Q3 2014 and held it in 1 quarter.
  • Santa Fe Partners's Encompass Health position peaked at $220K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held Encompass Health as of Q4 2014.

Based on Santa Fe Partners's 13F filing for Q4 2014, filed 13 Feb 2015.