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Valeo Financial Advisors’s Encompass Health EHC Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-78
Closed -$5K – 879
2021
Q1 		$5K Buy
+78
New +$5.09K ﹤0.01% 1550
2020
Q4 		– Sell
-14
Closed -$1K – 1714
2020
Q3 		$1K Sell
14
-195
-93% -$10K ﹤0.01% 1478
2020
Q2 		$10K Buy
209
+144
+222% +$7.77K ﹤0.01% 1278
2020
Q1 		$4K Buy
+65
New +$3.75K ﹤0.01% 1343
2019
Q1 		– Sell
-8
Closed – – 1568
2018
Q4 		$0 Hold
8
– – ﹤0.01% 1555
2018
Q3 		$0 Hold
8
– – ﹤0.01% 1802
2018
Q2 		$0 Buy
+8
New +$400 ﹤0.01% 1651

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's EHC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Encompass Health (EHC) in Q2 2021, closing a stake of 78 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in EHC in Q2 2018 and held it in 7 quarters. The position peaked at $10K in Q2 2020. 414 funds tracked by Wall St. Rank hold EHC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Encompass Health position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 78 Encompass Health shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Encompass Health in Q2 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Encompass Health position peaked at $10K in Q2 2020.
  • 414 funds tracked by Wall St. Rank held Encompass Health as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.