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Sierra Ocean’s Encompass Health EHC Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-11
Closed -$1.35K – 318
2025
Q2 		$1.35K Hold
11
– – ﹤0.01% 839
2025
Q1 		$1.11K Hold
11
– – ﹤0.01% 899
2024
Q4 		$1.02K Buy
+11
New +$1.08K ﹤0.01% 927

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Sierra Ocean's EHC Position: Q3 2025 in Review

Sierra Ocean sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 11 shares — an estimated $1.35K sold.

Sierra Ocean first reported a position in EHC in Q4 2024 and held it in 3 quarters. The position peaked at $1.35K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • Sierra Ocean reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 11 Encompass Health shares in Q3 2025, an estimated $1.35K.
  • Sierra Ocean first reported a position in Encompass Health in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Encompass Health position peaked at $1.35K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.