Unified Trust Company’s Encompass Health EHC Stock Holding History

Unified Trust Company’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	$350K	Sell	5,859 -94	-2%	-$5.91K	0.1%	66
2021 Q2	$370K	Hold	5,953	–	–	0.11%	64
2021 Q1	$387K	Hold	5,953	–	–	0.13%	62
2020 Q4	$393K	Hold	5,953	–	–	0.23%	46
2020 Q3	$307K	Hold	5,953	–	–	0.22%	46
2020 Q2	$293K	Hold	5,953	–	–	0.22%	51
2020 Q1	$303K	Hold	5,953	–	–	0.2%	46
2019 Q4	$328K	Sell	5,953 -164	-3%	-$8.9K	0.2%	49
2019 Q3	$307K	Sell	6,117 -99	-2%	-$4.97K	0.21%	47
2019 Q2	$313K	Hold	6,216	–	–	0.22%	43
2019 Q1	$288K	Hold	6,216	–	–	0.22%	45
2018 Q4	$305K	Buy	+6,216	New	+$354K	0.28%	45

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Unified Trust Company's EHC Position: Q3 2021 in Review

Unified Trust Company reduced its Encompass Health (EHC) stake by 1.6% in Q3 2021, selling an estimated $5.91K and leaving 5,859 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #66.

Unified Trust Company first reported a position in EHC in Q4 2018 and has held it in 12 quarters since. The position peaked at $393K in Q4 2020. 435 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

Unified Trust Company held 5,859 shares of Encompass Health worth $350K as of Q3 2021.
Unified Trust Company sold 94 Encompass Health shares in Q3 2021, an estimated $5.91K.
Encompass Health made up 0.1% of Unified Trust Company's portfolio in Q3 2021, its #66 holding.
Unified Trust Company first reported a position in Encompass Health in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's Encompass Health position peaked at $393K in Q4 2020.
435 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.