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Concourse Financial Group Securities’s Encompass Health EHC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-971
Closed -$91.8K – 583
2024
Q4 		$91.8K Buy
971
+14
+1% +$1.38K 0.01% 977
2024
Q3 		$92.5K Sell
957
-28
-3% -$2.52K 0.01% 959
2024
Q2 		$84.5K Sell
985
-28
-3% -$2.35K 0.01% 985
2024
Q1 		$83.8K Buy
1,013
+98
+11% +$7.18K 0.01% 985
2023
Q4 		$61.2K Buy
915
+69
+8% +$4.47K ﹤0.01% 1066
2023
Q3 		$56.9K Sell
846
-80
-9% -$5.5K ﹤0.01% 1034
2023
Q2 		$62.8K Sell
926
-2
-0.2% -$125 ﹤0.01% 1013
2023
Q1 		$50.3K Buy
928
+134
+17% +$7.8K ﹤0.01% 1092
2022
Q4 		$47.6K Sell
794
-27
-3% -$1.47K ﹤0.01% 1094
2022
Q3 		$37K Sell
821
-578
-41% -$28.9K ﹤0.01% 1071
2022
Q2 		$62K Sell
1,399
-305
-18% -$15.6K 0.01% 995
2022
Q1 		$97K Sell
1,704
-9
-0.5% -$470 0.01% 877
2021
Q4 		$89K Sell
1,713
-72
-4% -$3.71K 0.01% 1058
2021
Q3 		$107K Buy
1,785
+275
+18% +$17.3K 0.01% 958
2021
Q2 		$94K Sell
1,510
-244
-14% -$16.3K 0.01% 1015
2021
Q1 		$115K Sell
1,754
-1,092
-38% -$71.2K 0.01% 876
2020
Q4 		$188K Buy
2,846
+157
+6% +$9.24K 0.01% 647
2020
Q3 		$140K Buy
2,689
+390
+17% +$20K 0.01% 664
2020
Q2 		$114K Buy
2,299
+485
+27% +$26.2K 0.01% 688
2020
Q1 		$93K Sell
1,814
-100
-5% -$5.77K 0.01% 687
2019
Q4 		$106K Buy
1,914
+719
+60% +$39K 0.01% 692
2019
Q3 		$60K Sell
1,195
-156
-12% -$7.84K 0.01% 564
2019
Q2 		$68K Buy
1,351
+3
+0.2% +$146 0.01% 763
2019
Q1 		$62K Buy
1,348
+141
+12% +$7.14K 0.01% 806
2018
Q4 		$59K Buy
1,207
+399
+49% +$22.7K 0.01% 774
2018
Q3 		$50K Buy
+808
New +$49.1K 0.01% 590

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concourse Financial Group Securities's EHC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 971 shares — an estimated $91.8K sold.

Concourse Financial Group Securities first reported a position in EHC in Q3 2018 and held it in 26 quarters. The position peaked at $188K in Q4 2020. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 971 Encompass Health shares in Q1 2025, an estimated $91.8K.
  • Concourse Financial Group Securities first reported a position in Encompass Health in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Encompass Health position peaked at $188K in Q4 2020.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.