PTC
EHC icon

Petrus Trust Company’s Encompass Health EHC Stock Holding History

Petrus Trust Company’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
-2,314
Closed -$234K – 573
2025
Q1 		$234K Sell
2,314
-1,755
-43% -$171K 0.02% 485
2024
Q4 		$376K Buy
4,069
+1,723
+73% +$169K 0.04% 353
2024
Q3 		$227K Hold
2,346
– – 0.02% 492
2024
Q2 		$201K Sell
2,346
-6,101
-72% -$512K 0.02% 546
2024
Q1 		$698K Hold
8,447
– – 0.06% 99
2023
Q4 		$564K Buy
+8,447
New +$547K 0.05% 177
2023
Q2 		– Sell
-9,878
Closed -$534K – 630
2023
Q1 		$534K Buy
+9,878
New +$575K 0.06% 71
2019
Q3 		– Sell
-6,245
Closed -$315K – 289
2019
Q2 		$315K Sell
6,245
-2,479
-28% -$120K 0.06% 94
2019
Q1 		$405K Buy
8,724
+2,905
+50% +$147K 0.08% 60
2018
Q4 		$286K Buy
5,819
+690
+13% +$39.2K 0.06% 102
2018
Q3 		$318K Hold
5,129
– – 0.07% 92
2018
Q2 		$276K Sell
5,129
-754
-13% -$37.7K 0.06% 150
2018
Q1 		$268K Buy
+5,883
New +$252K 0.06% 95
2017
Q4 		– Sell
-5,448
Closed -$201K – 177
2017
Q3 		$201K Hold
5,448
– – 0.05% 165
2017
Q2 		$210K Buy
+5,448
New +$199K 0.05% 148
2016
Q4 		– Sell
-9,060
Closed -$292K – 198
2016
Q3 		$292K Sell
9,060
-2,157
-19% -$69.9K 0.07% 91
2016
Q2 		$346K Buy
11,217
+2,092
+23% +$65.4K 0.08% 67
2016
Q1 		$273K Hold
9,125
– – 0.06% 103
2015
Q4 		$253K Buy
+9,125
New +$260K 0.05% 88
2015
Q3 		– Sell
-7,045
Closed -$258K – 142
2015
Q2 		$258K Buy
+7,045
New +$251K 0.06% 57

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Petrus Trust Company's EHC Position: Q2 2025 in Review

Petrus Trust Company sold out of Encompass Health (EHC) in Q2 2025, closing a stake of 2,314 shares — an estimated $234K sold.

Petrus Trust Company first reported a position in EHC in Q2 2015 and held it in 20 quarters. The position peaked at $698K in Q1 2024. 606 funds tracked by Wall St. Rank hold EHC as of Q2 2025.

  • Petrus Trust Company reported no remaining Encompass Health position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,314 Encompass Health shares in Q2 2025, an estimated $234K.
  • Petrus Trust Company first reported a position in Encompass Health in Q2 2015 and held it in 20 quarters.
  • Petrus Trust Company's Encompass Health position peaked at $698K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held Encompass Health as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.