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Phocas Financial Corp’s Encompass Health EHC Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-78,656
Closed -$7.26M – 150
2024
Q4 		$7.26M Buy
+78,656
New +$7.72M 0.97% 43
2023
Q4 		$6.66M Buy
99,875
+52,847
+112% +$3.42M 0.88% 49
2023
Q3 		$3.16M Sell
47,028
-39
-0.1% -$2.68K 0.46% 92
2023
Q2 		$3.19M Buy
+47,067
New +$2.95M 0.44% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phocas Financial Corp's EHC Position: Q1 2025 in Review

Phocas Financial Corp sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 78,656 shares — an estimated $7.26M sold.

Phocas Financial Corp first reported a position in EHC in Q2 2023 and held it in 4 quarters. The position peaked at $7.26M in Q4 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Phocas Financial Corp reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 78,656 Encompass Health shares in Q1 2025, an estimated $7.26M.
  • Phocas Financial Corp first reported a position in Encompass Health in Q2 2023 and held it in 4 quarters.
  • Phocas Financial Corp's Encompass Health position peaked at $7.26M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Phocas Financial Corp's 13F filing for Q1 2025, filed 9 May 2025.