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Oakworth Capital’s Encompass Health EHC Stock Holding History

Oakworth Capital’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
Q2 		– Sell
-461
Closed -$46.7K – 663
2025
Q1 		$46.7K Hold
461
– – ﹤0.01% 363
2024
Q4 		$42.6K Hold
461
– – ﹤0.01% 373
2024
Q3 		$44.6K Hold
461
– – ﹤0.01% 361
2024
Q2 		$39.5K Buy
+461
New +$38.7K ﹤0.01% 369
2022
Q3 		– Sell
-419
Closed -$19K – 560
2022
Q2 		$19K Buy
+419
New +$21.5K ﹤0.01% 383
2020
Q4 		– Sell
-258
Closed -$13K – 579
2020
Q3 		$13K Buy
+258
New +$13.2K ﹤0.01% 403
2018
Q3 		– Sell
-38
Closed -$2K – 612
2018
Q2 		$2K Hold
38
– – ﹤0.01% 584
2018
Q1 		$2K Hold
38
– – ﹤0.01% 558
2017
Q4 		$1K Hold
38
– – ﹤0.01% 590
2017
Q3 		$1K Buy
+38
New +$1.35K ﹤0.01% 604

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State Street
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T. Rowe Price Investment Management
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return