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Summit Global Investments’s Encompass Health EHC Stock Holding History

Summit Global 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
2022
Q1 		– Sell
-49,812
Closed -$2.59M – 495
2021
Q4 		$2.59M Buy
+49,812
New +$2.57M 0.17% 120
2021
Q3 		– Sell
-21,554
Closed -$1.34M – 492
2021
Q2 		$1.34M Buy
+21,554
New +$1.44M 0.08% 183

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's EHC Position: Q1 2022 in Review

Summit Global Investments sold out of Encompass Health (EHC) in Q1 2022, closing a stake of 49,812 shares — an estimated $2.59M sold.

Summit Global Investments first reported a position in EHC in Q2 2021 and held it in 2 quarters. The position peaked at $2.59M in Q4 2021. 406 funds tracked by Wall St. Rank hold EHC as of Q1 2022.

  • Summit Global Investments reported no remaining Encompass Health position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 49,812 Encompass Health shares in Q1 2022, an estimated $2.59M.
  • Summit Global Investments first reported a position in Encompass Health in Q2 2021 and held it in 2 quarters.
  • Summit Global Investments's Encompass Health position peaked at $2.59M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Encompass Health as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.