Jones Financial Companies
EHC icon

Jones Financial Companies’s Encompass Health EHC Stock Holding History

Jones Financial Companies’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
2026
Q1 		$11.3M Buy
115,327
+114,329
+11,456% +$11.7M 0.01% 783
2025
Q4 		$106K Buy
998
+16
+2% +$1.85K ﹤0.01% 2199
2025
Q3 		$124K Buy
982
+295
+43% +$35.1K ﹤0.01% 1990
2025
Q2 		$84K Buy
687
+332
+94% +$37.9K ﹤0.01% 2006
2025
Q1 		$35.8K Buy
355
+253
+248% +$24.7K ﹤0.01% 2190
2024
Q4 		$9.42K Buy
102
+68
+200% +$6.68K ﹤0.01% 2546
2024
Q3 		$3.29K Sell
34
-15
-31% -$1.35K ﹤0.01% 2555
2024
Q2 		$4.2K Buy
+49
New +$4.11K ﹤0.01% 1981
2024
Q1 		– Sell
-23
Closed -$1.53K – 1389
2023
Q4 		$1.53K Buy
+23
New +$1.49K ﹤0.01% 929
2021
Q2 		– Sell
-576
Closed -$38K – 672
2021
Q1 		$38K Buy
+576
New +$37.6K ﹤0.01% 385

Other funds holding EHC

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VCM
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Wellington Management Group
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return