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Zurich Insurance Group’s Encompass Health EHC Stock Holding History

Zurich Insurance Group’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
-16,900
Closed -$1.13M – 251
2023
Q4 		$1.13M Hold
16,900
– – 0.01% 215
2023
Q3 		$1.14M Buy
+16,900
New +$1.16M 0.01% 206
2017
Q4 		– Sell
-22,375
Closed -$825K – 583
2017
Q3 		$825K Hold
22,375
– – 0.02% 566
2017
Q2 		$862K Hold
22,375
– – 0.02% 527
2017
Q1 		$762K Buy
+22,375
New +$735K 0.02% 482

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 $3.38T AUM 44.17% 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

Zurich Insurance Group's EHC Position: Q1 2024 in Review

Zurich Insurance Group sold out of Encompass Health (EHC) in Q1 2024, closing a stake of 16,900 shares — an estimated $1.13M sold.

Zurich Insurance Group first reported a position in EHC in Q1 2017 and held it in 5 quarters. The position peaked at $1.14M in Q3 2023. 437 funds tracked by Wall St. Rank hold EHC as of Q1 2024.

  • Zurich Insurance Group reported no remaining Encompass Health position as of Q1 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 16,900 Encompass Health shares in Q1 2024, an estimated $1.13M.
  • Zurich Insurance Group first reported a position in Encompass Health in Q1 2017 and held it in 5 quarters.
  • Zurich Insurance Group's Encompass Health position peaked at $1.14M in Q3 2023.
  • 437 funds tracked by Wall St. Rank held Encompass Health as of Q1 2024.

Based on Zurich Insurance Group's 13F filing for Q1 2024, filed 15 May 2024.