Yorktown Management & Research Company’s Encompass Health EHC Stock Holding History

Yorktown Management & Research Company’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
2022 Q3	–	Sell	-5,782	Closed	-$258K	–	205
2022 Q2	$258K	Hold	5,782	–	–	0.33%	133
2022 Q1	$327K	Hold	5,782	–	–	0.28%	143
2021 Q4	$300K	Hold	5,782	–	–	0.2%	187
2021 Q3	$345K	Hold	5,782	–	–	0.26%	159
2021 Q2	$359K	Hold	5,782	–	–	0.28%	150
2021 Q1	$377K	Hold	5,782	–	–	0.31%	114
2020 Q4	$380K	Hold	5,782	–	–	0.34%	145
2020 Q3	$299K	Hold	5,782	–	–	0.28%	194
2020 Q2	$285K	Sell	5,782 -15,336	-73%	-$828K	0.26%	207
2020 Q1	$1.08M	Buy	21,118 +17,347	+460%	+$1M	1.09%	3
2019 Q4	$208K	Buy	+3,771	New	+$205K	0.11%	271

Other funds holding EHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's EHC Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Encompass Health (EHC) in Q3 2022, closing a stake of 5,782 shares — an estimated $258K sold.

Yorktown Management & Research Company first reported a position in EHC in Q4 2019 and held it in 11 quarters. The position peaked at $1.08M in Q1 2020. 347 funds tracked by Wall St. Rank hold EHC as of Q3 2022.

Yorktown Management & Research Company reported no remaining Encompass Health position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 5,782 Encompass Health shares in Q3 2022, an estimated $258K.
Yorktown Management & Research Company first reported a position in Encompass Health in Q4 2019 and held it in 11 quarters.
Yorktown Management & Research Company's Encompass Health position peaked at $1.08M in Q1 2020.
347 funds tracked by Wall St. Rank held Encompass Health as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.