Stevens Capital Management’s Encompass Health EHC Stock Holding History

Stevens Capital Management’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	-2,786	Closed	-$257K	–	290
2024 Q4	$257K	Buy	+2,786	New	+$274K	0.1%	254
2020 Q1	–	Sell	-6,694	Closed	-$369K	–	126
2019 Q4	$369K	Buy	+6,694	New	+$363K	0.03%	408
2019 Q3	–	Sell	-4,457	Closed	-$225K	–	607
2019 Q2	$225K	Sell	4,457 -54,104	-92%	-$2.63M	0.01%	571
2019 Q1	$2.72M	Buy	58,561 +49,753	+565%	+$2.52M	0.12%	219
2018 Q4	$432K	Buy	+8,808	New	+$501K	0.02%	517
2015 Q3	–	Sell	-21,638	Closed	-$793K	–	1034
2015 Q2	$793K	Buy	+21,638	New	+$772K	0.03%	475
2015 Q1	–	Sell	-30,721	Closed	-$940K	–	1038
2014 Q4	$940K	Buy	30,721 +20,490	+200%	+$639K	0.03%	432
2014 Q3	$300K	Sell	10,231 -387	-4%	-$11.8K	0.01%	737
2014 Q2	$303K	Buy	+10,618	New	+$296K	0.01%	809
2014 Q1	–	Sell	-41,089	Closed	-$1.09M	–	1127
2013 Q4	$1.09M	Buy	+41,089	New	+$1.14M	0.03%	454

Other funds holding EHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stevens Capital Management's EHC Position: Q1 2025 in Review

Stevens Capital Management sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 2,786 shares — an estimated $257K sold.

Stevens Capital Management first reported a position in EHC in Q4 2013 and held it in 10 quarters. The position peaked at $2.72M in Q1 2019. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

Stevens Capital Management reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
Stevens Capital Management sold 2,786 Encompass Health shares in Q1 2025, an estimated $257K.
Stevens Capital Management first reported a position in Encompass Health in Q4 2013 and held it in 10 quarters.
Stevens Capital Management's Encompass Health position peaked at $2.72M in Q1 2019.
537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Stevens Capital Management's 13F filing for Q1 2025, filed 7 May 2025.