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Wolf Group Capital Advisors’s Encompass Health EHC Stock Holding History

Wolf Group Capital Advisors’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 		$914K Sell
9,029
-1,914
-17% -$187K 0.31% 91
2024
Q4 		$741K Hold
10,943
– – 0.36% 73
2024
Q3 		$741K Buy
10,943
+1,132
+12% +$102K 0.35% 74
2024
Q2 		$842K Sell
9,811
-1,132
-10% -$95K 0.33% 81
2024
Q1 		$741K Hold
10,943
– – 0.35% 74
2023
Q4 		$741K Buy
10,943
+703
+7% +$45.5K 0.35% 74
2023
Q3 		$688K Sell
10,240
-683
-6% -$47K 0.33% 78
2023
Q2 		$681K Sell
10,923
-1,033
-9% -$64.7K 0.34% 74
2023
Q1 		$647K Sell
11,956
-1,769
-13% -$103K 0.32% 75
2022
Q4 		$821K Sell
13,725
-433
-3% -$23.5K 0.39% 70
2022
Q3 		$640K Sell
14,158
-3,644
-20% -$182K 0.35% 75
2022
Q2 		$794K Sell
17,802
-631
-3% -$32.4K 0.41% 70
2022
Q1 		$1.04M Sell
18,433
-37,627
-67% -$1.96M 0.53% 61
2021
Q4 		$2.91M Buy
56,060
+38,203
+214% +$1.97M 0.48% 64
2021
Q3 		$1.07M Sell
17,857
-122
-0.7% -$7.68K 0.58% 60
2021
Q2 		$1.12M Buy
17,979
+329
+2% +$21.9K 0.6% 61
2021
Q1 		$1.15M Buy
17,650
+183
+1% +$11.9K 0.66% 55
2020
Q4 		$1.15M Sell
17,467
-162
-0.9% -$9.53K 0.71% 56
2020
Q3 		$911K Buy
17,629
+50
+0.3% +$2.57K 0.63% 54
2020
Q2 		$866K Sell
17,579
-642
-4% -$34.6K 0.65% 54
2020
Q1 		$928K Sell
18,221
-41,437
-69% -$2.39M 0.77% 48
2019
Q4 		$3.29M Buy
59,658
+9,364
+19% +$508K 2.16% 16
2019
Q3 		$2.53M Buy
50,294
+1,794
+4% +$90.1K 1.74% 23
2019
Q2 		$2.44M Sell
48,500
-1,188
-2% -$57.7K 1.69% 23
2019
Q1 		$2.31M Buy
49,688
+4,681
+10% +$237K 1.59% 24
2018
Q4 		$2.21M Buy
45,007
+259
+0.6% +$14.7K 1.64% 22
2018
Q3 		$2.77M Sell
44,748
-1,916
-4% -$117K 1.81% 15
2018
Q2 		$2.51M Sell
46,664
-301
-0.6% -$15K 1.64% 20
2018
Q1 		$2.14M Buy
46,965
+1,732
+4% +$74.2K 1.41% 27
2017
Q4 		$1.78M Buy
+45,233
New +$1.72M 1.11% 37

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wolf Group Capital Advisors's EHC Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Encompass Health (EHC) stake by 17% in Q1 2025, selling an estimated $187K and leaving 9,029 shares worth $914K. The position accounts for 0.31% of the portfolio, ranked #91.

Wolf Group Capital Advisors first reported a position in EHC in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.29M in Q4 2019. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • Wolf Group Capital Advisors held 9,029 shares of Encompass Health worth $914K as of Q1 2025.
  • Wolf Group Capital Advisors sold 1,914 Encompass Health shares in Q1 2025, an estimated $187K.
  • Encompass Health made up 0.31% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #91 holding.
  • Wolf Group Capital Advisors first reported a position in Encompass Health in Q4 2017 and has held it in 30 quarters since.
  • Wolf Group Capital Advisors's Encompass Health position peaked at $3.29M in Q4 2019.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.