Eagle Bay Advisors’s Encompass Health EHC Stock Holding History

Eagle Bay Advisors’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	-162	Closed	-$15K	–	368
2024 Q4	$15K	Buy	162 +22	+16%	+$2.16K	0.01%	509
2024 Q3	$13.5K	Buy	140 +39	+39%	+$3.5K	0.01%	716
2024 Q2	$8.66K	Sell	101 -61	-38%	-$5.12K	0.01%	586
2024 Q1	$13.4K	Sell	162 -30	-16%	-$2.2K	0.01%	510
2023 Q4	$12.8K	Sell	192 -1,346	-88%	-$87.2K	0.01%	480
2023 Q3	$103K	Buy	1,538 +300	+24%	+$20.6K	0.05%	240
2023 Q2	$83.8K	Sell	1,238 -113	-8%	-$7.08K	0.05%	257
2023 Q1	$73.1K	Sell	1,351 -196	-13%	-$11.4K	0.04%	308
2022 Q4	$92.5K	Buy	1,547 +871	+129%	+$47.4K	0.05%	252
2022 Q3	$30K	Sell	676 -605	-47%	-$30.3K	0.02%	444
2022 Q2	$57.1K	Buy	1,281 +742	+138%	+$38.1K	0.03%	331
2022 Q1	$31K	Sell	539 -118	-18%	-$6.16K	0.03%	194
2021 Q4	$34K	Buy	657 +67	+11%	+$3.46K	0.02%	464
2021 Q3	$35K	Buy	590 +36	+6%	+$2.27K	0.02%	487
2021 Q2	$37K	Buy	+554	New	+$36.9K	0.03%	411

Other funds holding EHC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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