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Squar Milner Financial Services’s Encompass Health EHC Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-145
Closed -$7K – 350
2020
Q1 		$7K Buy
145
+7
+5% +$404 ﹤0.01% 569
2019
Q4 		$7K Buy
+138
New +$7.49K ﹤0.01% 611
2019
Q3 		– Sell
-57
Closed -$3K – 352
2019
Q2 		$3K Sell
57
-125
-69% -$6.07K ﹤0.01% 659
2019
Q1 		$8K Buy
+182
New +$9.22K 0.01% 559

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's EHC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Encompass Health (EHC) in Q2 2020, closing a stake of 145 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in EHC in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 384 funds tracked by Wall St. Rank hold EHC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Encompass Health position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 145 Encompass Health shares in Q2 2020, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Encompass Health in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Encompass Health position peaked at $8K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held Encompass Health as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.