UFF
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USA Financial Formulas’s Encompass Health EHC Stock Holding History

USA Financial Formulas’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
-2,103
Closed -$258K – 280
2025
Q2 		$258K Buy
+2,103
New +$240K 0.04% 118
2025
Q1 		– Sell
-3,642
Closed -$336K – 309
2024
Q4 		$336K Buy
3,642
+240
+7% +$23.6K 0.05% 118
2024
Q3 		$329K Buy
+3,402
New +$306K 0.05% 111
2019
Q1 		– Sell
-13,731
Closed -$852K – 186
2018
Q4 		$852K Buy
13,731
+8,013
+140% +$456K 0.21% 85
2018
Q3 		$308K Buy
+5,718
New +$348K 0.08% 211

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return