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SummerHaven Investment Management’s Encompass Health EHC Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-8,717
Closed -$541K – 228
2021
Q2 		$541K Buy
8,717
+217
+3% +$14.5K 0.31% 178
2021
Q1 		$554K Hold
8,500
– – 0.34% 175
2020
Q4 		$559K Buy
+8,500
New +$500K 0.43% 146

Other funds holding EHC

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

SummerHaven Investment Management's EHC Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Encompass Health (EHC) in Q3 2021, closing a stake of 8,717 shares — an estimated $541K sold.

SummerHaven Investment Management first reported a position in EHC in Q4 2020 and held it in 3 quarters. The position peaked at $559K in Q4 2020. 436 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Encompass Health position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 8,717 Encompass Health shares in Q3 2021, an estimated $541K.
  • SummerHaven Investment Management first reported a position in Encompass Health in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Encompass Health position peaked at $559K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.