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UBS’s Encompass Health EHC Stock Holding History

UBS’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
2014
Q3 		$5.86M Buy
199,447
+123,939
+164% +$3.78M ﹤0.01% 1878
2014
Q2 		$2.15M Buy
75,508
+417
+0.6% +$11.6K ﹤0.01% 2795
2014
Q1 		$2.15M Buy
75,091
+62,717
+507% +$1.63M ﹤0.01% 2714
2013
Q4 		$328K Buy
12,374
+7,761
+168% +$216K ﹤0.01% 4763
2013
Q3 		$127K Buy
4,613
+364
+9% +$9.34K ﹤0.01% 5740
2013
Q2 		$97K Buy
+4,249
New +$96K ﹤0.01% 5944

Other funds holding EHC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's EHC Position: Q3 2014 in Review

UBS increased its Encompass Health (EHC) stake by 164% in Q3 2014, buying an estimated $3.78M and bringing the position to 199,447 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

UBS first reported a position in EHC in Q2 2013 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold EHC as of Q3 2014.

  • UBS held 199,447 shares of Encompass Health worth $5.86M as of Q3 2014.
  • UBS bought 123,939 Encompass Health shares in Q3 2014, an estimated $3.78M.
  • Encompass Health made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1878 holding.
  • UBS first reported a position in Encompass Health in Q2 2013 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Encompass Health as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.