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Versor Investments’s Encompass Health EHC Stock Holding History

Versor Investments’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
2024
Q1 		– Sell
-9,500
Closed -$634K – 735
2023
Q4 		$634K Buy
+9,500
New +$615K 0.13% 260
2023
Q3 		– Sell
-5,045
Closed -$342K – 706
2023
Q2 		$342K Buy
+5,045
New +$316K 0.06% 372
2019
Q1 		– Sell
-5,531
Closed -$271K – 286
2018
Q4 		$271K Buy
+5,531
New +$315K 0.06% 229

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Versor Investments's EHC Position: Q1 2024 in Review

Versor Investments sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 9,500 shares — an estimated $634K sold.

Versor Investments first reported a position in EHC in Q4 2018 and held it in 3 quarters. The position peaked at $634K in Q4 2023. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Versor Investments reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • Versor Investments sold 9,500 Encompass Health shares in Q1 2024, an estimated $634K.
  • Versor Investments first reported a position in Encompass Health in Q4 2018 and held it in 3 quarters.
  • Versor Investments's Encompass Health position peaked at $634K in Q4 2023.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Versor Investments's 13F filing for Q1 2024, filed 13 May 2024.