EHC
Encompass Health Corp
Encompass Health Corp historical holders
total: 3
Jensen Investment Management Encompass Health Corp transactions over time
- Total transactions:
- 28
- New positions:
- 1
- Added:
- 15
- Reduced:
- 12
- Held since:
- 2017 Q4
- Held for:
- 34 quarters
- Latest activity:
- 2025 Q3
Eric H. Schoenstein has been an institutional investor in Encompass Health Corp (EHC) since 2017 Q4. According to 2026 Q1 report, Eric H. Schoenstein holds 50,660 shares with a market value of roughly $4.90M representing 0.10% of their equity portfolio. The fund/company first acquired EHC in 2017 Q4, initially purchasing 15,300 shares. Since the initial investment, Jensen Investment Management has made 27 more transactions in this position.
Does Eric H. Schoenstein still hold EHC?
Yes, Eric H. Schoenstein continues to hold Encompass Health Corp (EHC). According to their 2026 Q1 report, they maintain a position of 50,660 shares valued at approximately $4.90M, representing 0.10% of their equity portfolio.
When did Eric H. Schoenstein first invest in EHC?
Eric H. Schoenstein first invested in Encompass Health Corp (EHC) in 2017 Q4 at the reported quarter-end price of $49.41 per share, acquiring 15,300 shares in their initial purchase.
What is Eric H. Schoenstein's average cost basis for EHC?
Based on historical transaction data, Eric H. Schoenstein's estimated cost basis for Encompass Health Corp (EHC) is approximately $68.80 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $68.80
- Weighted AVG sell price:
- $90.38
EHC transactions history by Jensen Investment Management
28 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.08%
|
50,660
|
$127.02
|
$6,434,833
|
-11.99% (-6,900)
|
-0.01%
|
|
2025 Q2
|
0.08%
|
57,560
|
$122.63
|
$7,058,583
|
-18.74% (-13,270)
|
-0.02%
|
|
2025 Q1
|
0.08%
|
70,830
|
$101.28
|
$7,173,662
|
-13.34% (-10,900)
|
-0.01%
|
|
2024 Q4
|
0.07%
|
81,730
|
$92.35
|
$7,547,766
|
-11.37% (-10,480)
|
-0.01%
|
|
2024 Q3
|
0.07%
|
92,210
|
$96.64
|
$8,911,174
|
-2.33% (-2,200)
|
-0%
|
|
2024 Q2
|
0.07%
|
94,410
|
$85.79
|
$8,099,434
|
-6.10% (-6,130)
|
-0%
|
|
2024 Q1
|
0.06%
|
100,540
|
$82.58
|
$8,302,593
|
-4.74% (-5,000)
|
-0%
|
|
2023 Q3
|
0.06%
|
105,540
|
$67.16
|
$7,088,066
|
-14.01% (-17,200)
|
-0.01%
|
|
2023 Q2
|
0.06%
|
122,740
|
$67.71
|
$8,310,725
|
-3.11% (-3,940)
|
-0%
|
|
2022 Q4
|
0.06%
|
126,680
|
$59.81
|
$7,576,731
|
-4.75% (-6,320)
|
-0%
|
|
2022 Q2
|
0.06%
|
$56.05
|
+5.15% (+6,520)
|
|||
|
2022 Q1
|
0.07%
|
$71.11
|
+27.44% (+27,230)
|
|||
|
2021 Q4
|
0.05%
|
$65.26
|
+10.08% (+9,090)
|
|||
|
2021 Q3
|
0.05%
|
$75.04
|
+44.12% (+27,600)
|
|||
|
2021 Q2
|
0.04%
|
$78.04
|
+8.72% (+5,020)
|
|||
|
2021 Q1
|
0.04%
|
$81.91
|
+40.41% (+16,560)
|
|||
|
2020 Q4
|
0.03%
|
$82.70
|
+12.18% (+4,450)
|
|||
|
2020 Q3
|
0.02%
|
$64.99
|
+34.90% (+9,450)
|
|||
|
2020 Q2
|
0.02%
|
$61.93
|
+19.24% (+4,370)
|
|||
|
2020 Q1
|
0.02%
|
$64.02
|
-10.34% (-2,620)
|
|||
|
2019 Q4
|
0.02%
|
$69.29
|
+2.47% (+610)
|
|||
|
2019 Q3
|
0.02%
|
$63.27
|
+12.77% (+2,800)
|
|||
|
2019 Q2
|
0.02%
|
$63.37
|
+7.87% (+1,600)
|
|||
|
2019 Q1
|
0.01%
|
$58.42
|
+18.62% (+3,190)
|
|||
|
2018 Q4
|
0.01%
|
$61.70
|
+16.29% (+2,400)
|
|||
|
2018 Q3
|
0.01%
|
$77.94
|
-8.00% (-1,280)
|
|||
|
2018 Q1
|
0.01%
|
$57.15
|
+4.64% (+710)
|
|||
|
2017 Q4
|
0.01%
|
$49.41
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.