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Foundry Partners’s Encompass Health EHC Stock Holding History

Foundry Partners’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
2024
Q4 		– Sell
-4,050
Closed -$391K – 281
2024
Q3 		$391K Buy
4,050
+28
+0.7% +$2.52K 0.02% 257
2024
Q2 		$345K Buy
+4,022
New +$338K 0.02% 264
2020
Q2 		– Sell
-41,208
Closed -$2.1M – 393
2020
Q1 		$2.1M Sell
41,208
-6,239
-13% -$360K 0.12% 212
2019
Q4 		$2.62M Sell
47,447
-1,097
-2% -$59.5K 0.1% 239
2019
Q3 		$2.44M Sell
48,544
-329
-0.7% -$16.5K 0.1% 236
2019
Q2 		$2.46M Sell
48,873
-139
-0.3% -$6.75K 0.1% 239
2019
Q1 		$2.28M Sell
49,012
-3,038
-6% -$154K 0.09% 260
2018
Q4 		$2.56M Sell
52,050
-15,309
-23% -$871K 0.11% 243
2018
Q3 		$4.18M Sell
67,359
-103
-0.2% -$6.26K 0.16% 214
2018
Q2 		$3.63M Sell
67,462
-3,108
-4% -$155K 0.15% 223
2018
Q1 		$3.21M Sell
70,570
-165
-0.2% -$7.07K 0.14% 223
2017
Q4 		$2.78M Sell
70,735
-55,979
-44% -$2.13M 0.12% 233
2017
Q3 		$4.67M Sell
126,714
-374
-0.3% -$13.3K 0.19% 203
2017
Q2 		$4.89M Sell
127,088
-5,473
-4% -$200K 0.2% 180
2017
Q1 		$4.51M Buy
132,561
+25,076
+23% +$823K 0.19% 202
2016
Q4 		$3.53M Buy
+107,485
New +$3.49M 0.15% 232

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Foundry Partners's EHC Position: Q4 2024 in Review

Foundry Partners sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 4,050 shares — an estimated $391K sold.

Foundry Partners first reported a position in EHC in Q4 2016 and held it in 16 quarters. The position peaked at $4.89M in Q2 2017. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • Foundry Partners reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • Foundry Partners sold 4,050 Encompass Health shares in Q4 2024, an estimated $391K.
  • Foundry Partners first reported a position in Encompass Health in Q4 2016 and held it in 16 quarters.
  • Foundry Partners's Encompass Health position peaked at $4.89M in Q2 2017.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Foundry Partners's 13F filing for Q4 2024, filed 12 Feb 2025.