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Whitener Capital Management’s Encompass Health EHC Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-629
Closed -$31K – 221
2019
Q3 		$31K Hold
629
– – 0.02% 264
2019
Q2 		$31K Hold
629
– – 0.02% 260
2019
Q1 		$29K Hold
629
– – 0.02% 258
2018
Q4 		$30K Hold
629
– – 0.02% 231
2018
Q3 		$38K Buy
+629
New +$38.2K 0.02% 227
2018
Q2 		– Sell
-629
Closed -$28K – 194
2018
Q1 		$28K Hold
629
– – 0.02% 251
2017
Q4 		$24K Buy
+629
New +$23.9K 0.02% 236

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whitener Capital Management's EHC Position: Q4 2019 in Review

Whitener Capital Management sold out of Encompass Health (EHC) in Q4 2019, closing a stake of 629 shares — an estimated $31K sold.

Whitener Capital Management first reported a position in EHC in Q4 2017 and held it in 7 quarters. The position peaked at $38K in Q3 2018. 397 funds tracked by Wall St. Rank hold EHC as of Q4 2019.

  • Whitener Capital Management reported no remaining Encompass Health position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 629 Encompass Health shares in Q4 2019, an estimated $31K.
  • Whitener Capital Management first reported a position in Encompass Health in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Encompass Health position peaked at $38K in Q3 2018.
  • 397 funds tracked by Wall St. Rank held Encompass Health as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.