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Sherbrooke Park Advisers’s Encompass Health EHC Stock Holding History

Sherbrooke Park Advisers’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
-4,891
Closed -$452K – 699
2024
Q4 		$452K Buy
+4,891
New +$480K 0.14% 253
2024
Q1 		– Sell
-13,850
Closed -$924K – 881
2023
Q4 		$924K Buy
+13,850
New +$897K 0.43% 65
2023
Q3 		– Sell
-3,600
Closed -$244K – 534
2023
Q2 		$244K Sell
3,600
-1,800
-33% -$113K 0.13% 276
2023
Q1 		$292K Buy
+5,400
New +$314K 0.44% 102

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

Sherbrooke Park Advisers's EHC Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 4,891 shares — an estimated $452K sold.

Sherbrooke Park Advisers first reported a position in EHC in Q1 2023 and held it in 4 quarters. The position peaked at $924K in Q4 2023. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,891 Encompass Health shares in Q1 2025, an estimated $452K.
  • Sherbrooke Park Advisers first reported a position in Encompass Health in Q1 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Encompass Health position peaked at $924K in Q4 2023.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.