Y-Intercept (HK)’s Encompass Health EHC Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$4.9M	Sell	48,491 -17,724	-27%	-$1.84M	0.1%	281
2026 Q1	$6.4M	Sell	66,215 -28,247	-30%	-$2.9M	0.12%	238
2025 Q4	$10M	Buy	94,462 +87,460	+1,249%	+$10.1M	0.22%	69
2025 Q3	$889K	Sell	7,002 -14,889	-68%	-$1.77M	0.02%	1030
2025 Q2	$2.68M	Buy	21,891 +16,908	+339%	+$1.93M	0.07%	470
2025 Q1	$505K	Buy	+4,983	New	+$487K	0.03%	695
2024 Q4	–	Sell	-9,720	Closed	-$939K	–	1298
2024 Q3	$939K	Buy	+9,720	New	+$873K	0.06%	472
2024 Q1	–	Sell	-7,308	Closed	-$488K	–	1465
2023 Q4	$488K	Buy	+7,308	New	+$473K	0.05%	611
2022 Q3	–	Sell	-9,664	Closed	-$431K	–	1052
2022 Q2	$431K	Buy	9,664 +5,507	+132%	+$283K	0.06%	472
2022 Q1	$235K	Buy	+4,157	New	+$217K	0.05%	554
2021 Q1	–	Sell	-3,591	Closed	-$235K	–	663
2020 Q4	$235K	Buy	+3,591	New	+$211K	0.1%	402

Other funds holding EHC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Y-Intercept (HK)'s EHC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Encompass Health (EHC) stake by 27% in Q2 2026, selling an estimated $1.84M and leaving 48,491 shares worth $4.9M. The position accounts for 0.1% of the portfolio, ranked #281.

Y-Intercept (HK) first reported a position in EHC in Q4 2020 and has held it in 11 quarters since. The position peaked at $10M in Q4 2025. 113 funds tracked by Wall St. Rank hold EHC as of Q2 2026.

Y-Intercept (HK) held 48,491 shares of Encompass Health worth $4.9M as of Q2 2026.
Y-Intercept (HK) sold 17,724 Encompass Health shares in Q2 2026, an estimated $1.84M.
Encompass Health made up 0.1% of Y-Intercept (HK)'s portfolio in Q2 2026, its #281 holding.
Y-Intercept (HK) first reported a position in Encompass Health in Q4 2020 and has held it in 11 quarters since.
Y-Intercept (HK)'s Encompass Health position peaked at $10M in Q4 2025.
113 funds tracked by Wall St. Rank held Encompass Health as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.