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Scout Investments’s Encompass Health EHC Stock Holding History

Scout 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
2024
Q3 		$55.3M Buy
576,276
+38,322
+7% +$3.44M 1.45% 10
2024
Q2 		$46.2M Buy
537,954
+185,240
+53% +$15.5M 1.24% 14
2024
Q1 		$29.4M Buy
+352,714
New +$25.8M 0.72% 48
2015
Q3 		– Sell
-381,513
Closed -$14M – 294
2015
Q2 		$14M Buy
+381,513
New +$13.6M 0.26% 125

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Scout Investments's EHC Position: Q3 2024 in Review

Scout Investments increased its Encompass Health (EHC) stake by 7.1% in Q3 2024, buying an estimated $3.44M and bringing the position to 576,276 shares worth $55.3M. The position accounts for 1.45% of the portfolio, ranked #10.

Scout Investments first reported a position in EHC in Q2 2015 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold EHC as of Q3 2024.

  • Scout Investments held 576,276 shares of Encompass Health worth $55.3M as of Q3 2024.
  • Scout Investments bought 38,322 Encompass Health shares in Q3 2024, an estimated $3.44M.
  • Encompass Health made up 1.45% of Scout Investments's portfolio in Q3 2024, its #10 holding.
  • Scout Investments first reported a position in Encompass Health in Q2 2015 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Encompass Health as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.