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True North Advisors’s Encompass Health EHC Stock Holding History

True North Advisors’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
Q3 		– Sell
-4,622
Closed -$206K – 192
2022
Q2 		$206K Buy
+4,622
New +$237K 0.06% 181
2020
Q3 		– Sell
-9,176
Closed -$452K – 192
2020
Q2 		$452K Sell
9,176
-54
-0.6% -$2.91K 0.11% 124
2020
Q1 		$470K Buy
+9,230
New +$532K 0.16% 75

Other funds holding EHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

True North Advisors's EHC Position: Q3 2022 in Review

True North Advisors sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 4,622 shares — an estimated $206K sold.

True North Advisors first reported a position in EHC in Q1 2020 and held it in 3 quarters. The position peaked at $470K in Q1 2020. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

  • True North Advisors reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
  • True North Advisors sold 4,622 Encompass Health shares in Q3 2022, an estimated $206K.
  • True North Advisors first reported a position in Encompass Health in Q1 2020 and held it in 3 quarters.
  • True North Advisors's Encompass Health position peaked at $470K in Q1 2020.
  • 347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on True North Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.