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World Asset Management’s Encompass Health EHC Stock Holding History

World Asset 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
2021
Q3 		$319K Sell
5,344
-140
-3% -$8.81K 0.03% 588
2021
Q2 		$340K Sell
5,484
-159
-3% -$10.6K 0.03% 601
2021
Q1 		$381K Sell
5,643
-301
-5% -$19.6K 0.03% 562
2020
Q4 		$391K Sell
5,944
-307
-5% -$18.1K 0.04% 502
2020
Q3 		$323K Sell
6,251
-171
-3% -$8.78K 0.03% 517
2020
Q2 		$316K Buy
6,422
+9
+0.1% +$486 0.04% 512
2020
Q1 		$327K Sell
6,413
-749
-10% -$43.2K 0.03% 545
2019
Q4 		$395K Sell
7,162
-542
-7% -$29.4K 0.02% 686
2019
Q3 		$388K Buy
7,704
+271
+4% +$13.6K 0.02% 727
2019
Q2 		$375K Sell
7,433
-619
-8% -$30K 0.02% 758
2019
Q1 		$374K Buy
8,052
+1,010
+14% +$51.2K 0.02% 751
2018
Q4 		$346K Sell
7,042
-377
-5% -$21.4K 0.02% 702
2018
Q3 		$460K Buy
7,419
+47
+0.6% +$2.86K 0.02% 743
2018
Q2 		$397K Buy
7,372
+1,056
+17% +$52.8K 0.02% 798
2018
Q1 		$287K Sell
6,316
-1,137
-15% -$48.7K 0.01% 1023
2017
Q4 		$293K Sell
7,453
-540
-7% -$20.5K 0.01% 1148
2017
Q3 		$295K Buy
7,993
+826
+12% +$29.4K 0.01% 1136
2017
Q2 		$276K Buy
7,167
+270
+4% +$9.89K 0.01% 1157
2017
Q1 		$235K Buy
6,897
+51
+0.7% +$1.68K 0.01% 1199
2016
Q4 		$225K Buy
+6,846
New +$222K 0.01% 1159
2013
Q4 		– Sell
-8,248
Closed -$226K – 1586
2013
Q3 		$226K Sell
8,248
-2,110
-20% -$54.2K 0.01% 1456
2013
Q2 		$237K Buy
+10,358
New +$234K 0.01% 1479

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jana Partners New York $1.34B AUM 4.95% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

World Asset Management's EHC Position: Q3 2021 in Review

World Asset Management reduced its Encompass Health (EHC) stake by 2.6% in Q3 2021, selling an estimated $8.81K and leaving 5,344 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #588.

World Asset Management first reported a position in EHC in Q2 2013 and has held it in 22 quarters since. The position peaked at $460K in Q3 2018. 436 funds tracked by Wall St. Rank hold EHC as of Q3 2021.

  • World Asset Management held 5,344 shares of Encompass Health worth $319K as of Q3 2021.
  • World Asset Management sold 140 Encompass Health shares in Q3 2021, an estimated $8.81K.
  • Encompass Health made up 0.03% of World Asset Management's portfolio in Q3 2021, its #588 holding.
  • World Asset Management first reported a position in Encompass Health in Q2 2013 and has held it in 22 quarters since.
  • World Asset Management's Encompass Health position peaked at $460K in Q3 2018.
  • 436 funds tracked by Wall St. Rank held Encompass Health as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.