Orchard Capital Management’s Encompass Health EHC Stock Holding History

Orchard Capital Management’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	-90,733	Closed	-$8.71M	–	58
2024 Q3	$8.71M	Sell	90,733 -52,372	-37%	-$4.71M	3%	17
2024 Q2	$12.3M	Sell	143,105 -1,667	-1%	-$140K	3.71%	7
2024 Q1	$12M	Buy	144,772 +1,667	+1%	+$122K	3.51%	7
2023 Q4	$9.55M	Buy	143,105 +7,639	+6%	+$495K	2.99%	16
2023 Q3	$9.1M	Hold	135,466	–	–	3.36%	9
2023 Q2	$9.17M	Hold	135,466	–	–	3.09%	13
2023 Q1	$7.33M	Hold	135,466	–	–	2.45%	21
2022 Q4	$8.1M	Hold	135,466	–	–	2.72%	15
2022 Q3	$6.13M	Sell	135,466 -34,815	-20%	-$1.74M	2.29%	23
2022 Q2	$6.88M	Buy	170,281 +4,903	+3%	+$252K	2.15%	26
2022 Q1	$9.36M	Buy	165,378 +26,648	+19%	+$1.39M	2.66%	17
2021 Q4	$7.2M	Buy	138,730 +2,640	+2%	+$136K	2.11%	22
2021 Q3	$8.12M	Hold	136,090	–	–	2.44%	21
2021 Q2	$8.45M	Buy	136,090 +4,622	+4%	+$308K	2.44%	22
2021 Q1	$8.57M	Buy	131,468 +13,006	+11%	+$848K	2.69%	18
2020 Q4	$7.79M	Buy	+118,462	New	+$6.97M	3.32%	13

Other funds holding EHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orchard Capital Management's EHC Position: Q4 2024 in Review

Orchard Capital Management sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 90,733 shares — an estimated $8.71M sold.

Orchard Capital Management first reported a position in EHC in Q4 2020 and held it in 16 quarters. The position peaked at $12.3M in Q2 2024. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

Orchard Capital Management reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
Orchard Capital Management sold 90,733 Encompass Health shares in Q4 2024, an estimated $8.71M.
Orchard Capital Management first reported a position in Encompass Health in Q4 2020 and held it in 16 quarters.
Orchard Capital Management's Encompass Health position peaked at $12.3M in Q2 2024.
544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Orchard Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.