TOBAM’s Encompass Health EHC Stock Holding History

TOBAM’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	-600	Closed	-$37K	–	437
2021 Q2	$37K	Hold	600	–	–	﹤0.01%	399
2021 Q1	$39K	Hold	600	–	–	﹤0.01%	375
2020 Q4	$39K	Hold	600	–	–	﹤0.01%	368
2020 Q3	$31K	Buy	+600	New	+$30.8K	﹤0.01%	372

Other funds holding EHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

TOBAM's EHC Position: Q3 2021 in Review

TOBAM sold out of Encompass Health (EHC) in Q3 2021, closing a stake of 600 shares — an estimated $37K sold.

TOBAM first reported a position in EHC in Q3 2020 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 436 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

TOBAM reported no remaining Encompass Health position as of Q3 2021 after selling out during the quarter.
TOBAM sold 600 Encompass Health shares in Q3 2021, an estimated $37K.
TOBAM first reported a position in Encompass Health in Q3 2020 and held it in 4 quarters.
TOBAM's Encompass Health position peaked at $39K in Q1 2021.
436 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on TOBAM's 13F filing for Q3 2021, filed 12 Nov 2021.