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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 $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

Stephens Inc's EHC Position: Q1 2025 in Review

Stephens Inc sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 2,500 shares — an estimated $231K sold.

Stephens Inc first reported a position in EHC in Q1 2019 and held it in 5 quarters. The position peaked at $614K in Q1 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Stephens Inc reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 2,500 Encompass Health shares in Q1 2025, an estimated $231K.
  • Stephens Inc first reported a position in Encompass Health in Q1 2019 and held it in 5 quarters.
  • Stephens Inc's Encompass Health position peaked at $614K in Q1 2024.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.