AFG
SEM

Albion Financial Group’s Select Medical SEM Stock Holding History

Albion Financial Group’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-41
Closed -$1K – 553
2022
Q2 		$1K Hold
41
– – ﹤0.01% 506
2022
Q1 		$1K Sell
41
-41
-50% -$541 ﹤0.01% 572
2021
Q4 		$1K Buy
+82
New +$1.4K ﹤0.01% 600

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Albion Financial Group's SEM Position: Q3 2022 in Review

Albion Financial Group sold out of Select Medical (SEM) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

Albion Financial Group first reported a position in SEM in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 216 funds tracked by Wall St. Rank hold SEM as of Q3 2022.

  • Albion Financial Group reported no remaining Select Medical position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 41 Select Medical shares in Q3 2022, an estimated $1K.
  • Albion Financial Group first reported a position in Select Medical in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Select Medical position peaked at $1K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Select Medical as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.