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Stephens Inc’s Encompass Health EHC Stock Holding History

Stephens Inc’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
-2,500
Closed -$231K – 1258
2024
Q4 		$231K Sell
2,500
-617
-20% -$60.6K ﹤0.01% 1119
2024
Q3 		$301K Sell
3,117
-1,742
-36% -$157K ﹤0.01% 1022
2024
Q2 		$417K Sell
4,859
-2,571
-35% -$216K 0.01% 873
2024
Q1 		$614K Buy
+7,430
New +$544K 0.01% 730
2019
Q2 		– Sell
-9,225
Closed -$429K – 1185
2019
Q1 		$429K Buy
+9,225
New +$467K 0.01% 799

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return