EBA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Eagle Bay Advisors's EHC Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 162 shares — an estimated $15K sold.

Eagle Bay Advisors first reported a position in EHC in Q2 2021 and held it in 15 quarters. The position peaked at $103K in Q3 2023. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 162 Encompass Health shares in Q1 2025, an estimated $15K.
  • Eagle Bay Advisors first reported a position in Encompass Health in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Encompass Health position peaked at $103K in Q3 2023.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.