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Wright Investors Service’s Encompass Health EHC Stock Holding History

Wright Investors Service’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
2018
Q2 		– Sell
-7,907
Closed -$360K – 157
2018
Q1 		$360K Sell
7,907
-284
-3% -$12.2K 0.12% 149
2017
Q4 		$322K Sell
8,191
-500
-6% -$19K 0.11% 172
2017
Q3 		$320K Buy
+8,691
New +$310K 0.12% 174

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
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 $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wright Investors Service's EHC Position: Q2 2018 in Review

Wright Investors Service sold out of Encompass Health (EHC) in Q2 2018, closing a stake of 7,907 shares — an estimated $360K sold.

Wright Investors Service first reported a position in EHC in Q3 2017 and held it in 3 quarters. The position peaked at $360K in Q1 2018. 387 funds tracked by Wall St. Rank hold EHC as of Q2 2018.

  • Wright Investors Service reported no remaining Encompass Health position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 7,907 Encompass Health shares in Q2 2018, an estimated $360K.
  • Wright Investors Service first reported a position in Encompass Health in Q3 2017 and held it in 3 quarters.
  • Wright Investors Service's Encompass Health position peaked at $360K in Q1 2018.
  • 387 funds tracked by Wall St. Rank held Encompass Health as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.