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Symmetry Investments’s Encompass Health EHC Stock Holding History

Symmetry 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
2021
Q4 		– Sell
-41,434
Closed -$2.47M – 112
2021
Q3 		$2.47M Buy
+41,434
New +$2.61M 0.38% 68
2021
Q2 		– Sell
-45,252
Closed -$2.95M – 104
2021
Q1 		$2.95M Buy
+45,252
New +$2.95M 0.71% 41

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symmetry Investments's EHC Position: Q4 2021 in Review

Symmetry Investments sold out of Encompass Health (EHC) in Q4 2021, closing a stake of 41,434 shares — an estimated $2.47M sold.

Symmetry Investments first reported a position in EHC in Q1 2021 and held it in 2 quarters. The position peaked at $2.95M in Q1 2021. 409 funds tracked by Wall St. Rank hold EHC as of Q4 2021.

  • Symmetry Investments reported no remaining Encompass Health position as of Q4 2021 after selling out during the quarter.
  • Symmetry Investments sold 41,434 Encompass Health shares in Q4 2021, an estimated $2.47M.
  • Symmetry Investments first reported a position in Encompass Health in Q1 2021 and held it in 2 quarters.
  • Symmetry Investments's Encompass Health position peaked at $2.95M in Q1 2021.
  • 409 funds tracked by Wall St. Rank held Encompass Health as of Q4 2021.

Based on Symmetry Investments's 13F filing for Q4 2021, filed 10 Feb 2022.