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Capital Advisors Ltd’s Encompass Health EHC Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$2K Hold
16
– – ﹤0.01% 1095
2025
Q4 		$2K Hold
16
– – ﹤0.01% 1073
2025
Q3 		$2K Hold
16
– – ﹤0.01% 1059
2025
Q2 		$2K Hold
16
– – ﹤0.01% 1056
2025
Q1 		$2K Hold
16
– – ﹤0.01% 1046
2024
Q4 		$1K Hold
16
– – ﹤0.01% 1185
2024
Q3 		$2K Hold
16
– – ﹤0.01% 1056
2024
Q2 		$1K Hold
16
– – ﹤0.01% 1166
2024
Q1 		$1K Buy
16
+7
+78% +$513 ﹤0.01% 1170
2023
Q4 		$1K Hold
9
– – ﹤0.01% 1122
2023
Q3 		$1K Hold
9
– – ﹤0.01% 1112
2023
Q2 		$1K Hold
9
– – ﹤0.01% 1126
2023
Q1 		$0 Sell
9
-31
-78% -$1.8K ﹤0.01% 1283
2022
Q4 		$2K Buy
40
+31
+344% +$1.69K ﹤0.01% 844
2022
Q3 		$0 Sell
9
-2
-18% -$100 ﹤0.01% 1301
2022
Q2 		$1K Buy
+11
New +$564 ﹤0.01% 767
2022
Q1 		– Sell
-6
Closed – – 977
2021
Q4 		$0 Buy
+6
New +$310 ﹤0.01% 844

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return