Systematic Financial Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.2M | Buy |
446,405
+5,653
| +1% | +$580K | 0.99% | 23 |
|
|
2025
Q4 | $46.8M | Buy |
440,752
+15,462
| +4% | +$1.79M | 1.1% | 19 |
|
|
2025
Q3 | $54M | Sell |
425,290
-23,103
| -5% | -$2.75M | 1.31% | 13 |
|
|
2025
Q2 | $55M | Sell |
448,393
-13,053
| -3% | -$1.49M | 1.47% | 7 |
|
|
2025
Q1 | $46.7M | Sell |
461,446
-2,849
| -0.6% | -$278K | 1.33% | 11 |
|
|
2024
Q4 | $42.9M | Buy |
464,295
+3,006
| +0.7% | +$295K | 1.09% | 18 |
|
|
2024
Q3 | $44.6M | Buy |
461,289
+35,165
| +8% | +$3.16M | 1.14% | 14 |
|
|
2024
Q2 | $36.6M | Sell |
426,124
-26,020
| -6% | -$2.18M | 1.11% | 13 |
|
|
2024
Q1 | $37.3M | Sell |
452,144
-5,726
| -1% | -$419K | 1.04% | 15 |
|
|
2023
Q4 | $30.5M | Sell |
457,870
-5,261
| -1% | -$341K | 0.91% | 29 |
|
|
2023
Q3 | $31.1M | Sell |
463,131
-12,390
| -3% | -$852K | 1% | 20 |
|
|
2023
Q2 | $32.2M | Sell |
475,521
-13,952
| -3% | -$874K | 1.02% | 20 |
|
|
2023
Q1 | $26.5M | Buy |
489,473
+8,075
| +2% | +$470K | 0.87% | 25 |
|
|
2022
Q4 | $28.8M | Sell |
481,398
-5,372
| -1% | -$292K | 0.94% | 22 |
|
|
2022
Q3 | $22M | Sell |
486,770
-100,404
| -17% | -$5.02M | 0.8% | 37 |
|
|
2022
Q2 | $26.2M | Buy |
587,174
+14,971
| +3% | +$768K | 0.91% | 24 |
|
|
2022
Q1 | $32.4M | Buy |
572,203
+15,014
| +3% | +$784K | 1.01% | 17 |
|
|
2021
Q4 | $28.9M | Buy |
557,189
+112,594
| +25% | +$5.81M | 0.86% | 35 |
|
|
2021
Q3 | $26.5M | Buy |
444,595
+12,831
| +3% | +$807K | 0.82% | 44 |
|
|
2021
Q2 | $26.8M | Buy |
431,764
+112,311
| +35% | +$7.49M | 0.81% | 41 |
|
|
2021
Q1 | $20.8M | Buy |
319,453
+26,924
| +9% | +$1.76M | 0.76% | 50 |
|
|
2020
Q4 | $19.2M | Sell |
292,529
-6,885
| -2% | -$405K | 0.84% | 35 |
|
|
2020
Q3 | $15.5M | Sell |
299,414
-5,573
| -2% | -$286K | 0.85% | 37 |
|
|
2020
Q2 | $15M | Sell |
304,987
-72,682
| -19% | -$3.92M | 0.78% | 44 |
|
|
2020
Q1 | $19.2M | Sell |
377,669
-79,258
| -17% | -$4.57M | 1.18% | 10 |
|
|
2019
Q4 | $25.2M | Buy |
456,927
+36,164
| +9% | +$1.96M | 0.98% | 14 |
|
|
2019
Q3 | $21.2M | Sell |
420,763
-54,301
| -11% | -$2.73M | 0.95% | 19 |
|
|
2019
Q2 | $23.9M | Sell |
475,064
-83,201
| -15% | -$4.04M | 0.93% | 11 |
|
|
2019
Q1 | $25.9M | Sell |
558,265
-81,175
| -13% | -$4.11M | 0.89% | 10 |
|
|
2018
Q4 | $31.4M | Buy |
639,440
+55,424
| +9% | +$3.15M | 0.96% | 4 |
|
|
2018
Q3 | $36.2M | Sell |
584,016
-112,020
| -16% | -$6.81M | 0.87% | 8 |
|
|
2018
Q2 | $37.5M | Sell |
696,036
-213,723
| -23% | -$10.7M | 0.92% | 9 |
|
|
2018
Q1 | $41.4M | Sell |
909,759
-87,248
| -9% | -$3.74M | 0.92% | 11 |
|
|
2017
Q4 | $39.2M | Sell |
997,007
-154,054
| -13% | -$5.86M | 0.78% | 21 |
|
|
2017
Q3 | $42.4M | Sell |
1,151,061
-216,960
| -16% | -$7.73M | 0.86% | 21 |
|
|
2017
Q2 | $52.7M | Sell |
1,368,021
-79,844
| -6% | -$2.92M | 0.97% | 12 |
|
|
2017
Q1 | $49.3M | Sell |
1,447,865
-100,288
| -6% | -$3.29M | 0.87% | 20 |
|
|
2016
Q4 | $50.8M | Buy |
1,548,153
+159,162
| +11% | +$5.16M | 0.81% | 22 |
|
|
2016
Q3 | $44.8M | Buy |
1,388,991
+986,242
| +245% | +$32M | 0.63% | 41 |
|
|
2016
Q2 | $12.4M | Buy |
402,749
+57,291
| +17% | +$1.79M | 0.17% | 151 |
|
|
2016
Q1 | $10.3M | Sell |
345,458
-12,020
| -3% | -$332K | 0.13% | 183 |
|
|
2015
Q4 | $9.9M | Sell |
357,478
-22,384
| -6% | -$637K | 0.11% | 192 |
|
|
2015
Q3 | $11.6M | Sell |
379,862
-10,020
| -3% | -$349K | 0.12% | 190 |
|
|
2015
Q2 | $14.3M | Sell |
389,882
-96,145
| -20% | -$3.43M | 0.12% | 194 |
|
|
2015
Q1 | $17.2M | Sell |
486,027
-103,564
| -18% | -$3.54M | 0.14% | 161 |
|
|
2014
Q4 | $18M | Buy |
589,591
+136,896
| +30% | +$4.27M | 0.13% | 157 |
|
|
2014
Q3 | $13.3M | Sell |
452,695
-29,205
| -6% | -$890K | 0.1% | 211 |
|
|
2014
Q2 | $13.8M | Sell |
481,900
-56,802
| -11% | -$1.58M | 0.09% | 228 |
|
|
2014
Q1 | $15.4M | Buy |
538,702
+64,313
| +14% | +$1.67M | 0.11% | 207 |
|
|
2013
Q4 | $12.6M | Sell |
474,389
-82,065
| -15% | -$2.28M | 0.09% | 228 |
|
|
2013
Q3 | $15.3M | Sell |
556,454
-6,641
| -1% | -$170K | 0.12% | 180 |
|
|
2013
Q2 | $12.9M | Buy |
+563,095
| New | +$12.7M | 0.11% | 183 |
|
Other funds holding EHC
VPM
VCM