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Seven Eight Capital’s Encompass Health EHC Stock Holding History

Seven Eight 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
2024
Q4 		– Sell
-11,154
Closed -$1.08M – 190
2024
Q3 		$1.08M Buy
11,154
+8,330
+295% +$749K 0.1% 369
2024
Q2 		$242K Buy
+2,824
New +$237K 0.03% 637
2021
Q4 		– Sell
-12,146
Closed -$725K – 527
2021
Q3 		$725K Sell
12,146
-1,555
-11% -$97.8K 0.07% 361
2021
Q2 		$851K Buy
+13,701
New +$913K 0.12% 302
2020
Q4 		– Sell
-9,428
Closed -$487K – 469
2020
Q3 		$487K Buy
+9,428
New +$484K 0.11% 348
2020
Q1 		– Sell
-48,520
Closed -$2.67M – 519
2019
Q4 		$2.67M Buy
48,520
+11,187
+30% +$607K 0.14% 226
2019
Q3 		$1.88M Sell
37,333
-31,676
-46% -$1.59M 0.1% 303
2019
Q2 		$3.48M Buy
69,009
+16,341
+31% +$793K 0.18% 161
2019
Q1 		$2.45M Buy
52,668
+18,855
+56% +$955K 0.13% 206
2018
Q4 		$1.66M Buy
33,813
+4,776
+16% +$272K 0.09% 274
2018
Q3 		$1.8M Buy
+29,037
New +$1.77M 0.11% 266
2018
Q1 		– Sell
-40,727
Closed -$1.6M – 409
2017
Q4 		$1.6M Buy
+40,727
New +$1.55M 0.16% 214
2016
Q2 		– Sell
-15,587
Closed -$467K – 568
2016
Q1 		$467K Buy
+15,587
New +$430K 0.2% 164

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Seven Eight Capital's EHC Position: Q4 2024 in Review

Seven Eight Capital sold out of Encompass Health (EHC) in Q4 2024, closing a stake of 11,154 shares — an estimated $1.08M sold.

Seven Eight Capital first reported a position in EHC in Q1 2016 and held it in 13 quarters. The position peaked at $3.48M in Q2 2019. 544 funds tracked by Wall St. Rank hold EHC as of Q4 2024.

  • Seven Eight Capital reported no remaining Encompass Health position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 11,154 Encompass Health shares in Q4 2024, an estimated $1.08M.
  • Seven Eight Capital first reported a position in Encompass Health in Q1 2016 and held it in 13 quarters.
  • Seven Eight Capital's Encompass Health position peaked at $3.48M in Q2 2019.
  • 544 funds tracked by Wall St. Rank held Encompass Health as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.