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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Chicago Trust's EHC Position: Q4 2025 in Review

Chicago Trust sold out of Encompass Health (EHC) in Q4 2025, closing a stake of 1,605 shares — an estimated $204K sold.

Chicago Trust first reported a position in EHC in Q2 2021 and held it in 11 quarters. The position peaked at $451K in Q1 2022. 594 funds tracked by Wall St. Rank hold EHC as of Q4 2025.

Chicago Trust reported no remaining Encompass Health position as of Q4 2025 after selling out during the quarter.
Chicago Trust sold 1,605 Encompass Health shares in Q4 2025, an estimated $204K.
Chicago Trust first reported a position in Encompass Health in Q2 2021 and held it in 11 quarters.
Chicago Trust's Encompass Health position peaked at $451K in Q1 2022.
594 funds tracked by Wall St. Rank held Encompass Health as of Q4 2025.

Based on Chicago Trust's 13F filing for Q4 2025, filed 17 Feb 2026.