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Chicago Trust’s Encompass Health EHC Stock Holding History

Chicago Trust’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
2025
Q4 		– Sell
-1,605
Closed -$204K – 391
2025
Q3 		$204K Sell
1,605
-1,016
-39% -$121K 0.03% 395
2025
Q2 		$321K Buy
2,621
+281
+12% +$32.1K 0.05% 319
2025
Q1 		$237K Sell
2,340
-3
-0.1% -$293 0.04% 329
2024
Q4 		$216K Buy
2,343
+51
+2% +$5.01K 0.04% 332
2024
Q3 		$221K Buy
+2,292
New +$206K 0.04% 347
2022
Q4 		– Sell
-6,091
Closed -$275K – 304
2022
Q3 		$275K Sell
6,091
-1,881
-24% -$94.1K 0.07% 235
2022
Q2 		$356K Hold
7,972
– – 0.09% 206
2022
Q1 		$451K Buy
7,972
+3,021
+61% +$158K 0.1% 199
2021
Q4 		$257K Sell
4,951
-2,406
-33% -$124K 0.05% 288
2021
Q3 		$439K Buy
7,357
+3,356
+84% +$211K 0.1% 208
2021
Q2 		$249K Buy
+4,001
New +$267K 0.06% 272

Other funds holding EHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return