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Symmetry Partners’s Encompass Health EHC Stock Holding History

Symmetry Partners’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
2019
Q3 		– Sell
-4,464
Closed -$225K – 348
2019
Q2 		$225K Sell
4,464
-3,471
-44% -$168K 0.05% 296
2019
Q1 		$369K Buy
7,935
+3,816
+93% +$193K 0.06% 204
2018
Q4 		$202K Buy
+4,119
New +$234K 0.05% 241

Other funds holding EHC

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Symmetry Partners's EHC Position: Q3 2019 in Review

Symmetry Partners sold out of Encompass Health (EHC) in Q3 2019, closing a stake of 4,464 shares — an estimated $225K sold.

Symmetry Partners first reported a position in EHC in Q4 2018 and held it in 3 quarters. The position peaked at $369K in Q1 2019. 360 funds tracked by Wall St. Rank hold EHC as of Q3 2019.

  • Symmetry Partners reported no remaining Encompass Health position as of Q3 2019 after selling out during the quarter.
  • Symmetry Partners sold 4,464 Encompass Health shares in Q3 2019, an estimated $225K.
  • Symmetry Partners first reported a position in Encompass Health in Q4 2018 and held it in 3 quarters.
  • Symmetry Partners's Encompass Health position peaked at $369K in Q1 2019.
  • 360 funds tracked by Wall St. Rank held Encompass Health as of Q3 2019.

Based on Symmetry Partners's 13F filing for Q3 2019, filed 4 Nov 2019.