Virtus Investment Advisers’s Encompass Health EHC Stock Holding History

Virtus Investment Advisers’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	-3,901	Closed	-$360K	–	539
2024 Q4	$360K	Hold	3,901	–	–	0.28%	118
2024 Q3	$377K	Hold	3,901	–	–	0.3%	109
2024 Q2	$335K	Hold	3,901	–	–	0.28%	111
2024 Q1	$322K	Hold	3,901	–	–	0.23%	121
2023 Q4	$260K	Hold	3,901	–	–	0.19%	147
2023 Q3	$262K	Hold	3,901	–	–	0.18%	140
2023 Q2	$264K	Hold	3,901	–	–	0.18%	156
2023 Q1	$211K	Sell	3,901 -134	-3%	-$7.8K	0.15%	176
2022 Q4	$241K	Hold	4,035	–	–	0.16%	172
2022 Q3	$183K	Buy	+4,035	New	+$202K	0.08%	213
2014 Q3	–	Sell	-3,506	Closed	-$100K	–	24
2014 Q2	$100K	Hold	3,506	–	–	0.04%	24
2014 Q1	$100K	Buy	+3,506	New	+$91.3K	0.04%	21

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

Virtus Investment Advisers's EHC Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 3,901 shares — an estimated $360K sold.

Virtus Investment Advisers first reported a position in EHC in Q1 2014 and held it in 12 quarters. The position peaked at $377K in Q3 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

Virtus Investment Advisers reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 3,901 Encompass Health shares in Q1 2025, an estimated $360K.
Virtus Investment Advisers first reported a position in Encompass Health in Q1 2014 and held it in 12 quarters.
Virtus Investment Advisers's Encompass Health position peaked at $377K in Q3 2024.
537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.