BWP
SEM

Baldwin Wealth Partners’s Select Medical SEM Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-95
Closed -$1.78K – 864
2024
Q3 		$1.78K Buy
+95
New +$1.82K ﹤0.01% 960

Other funds holding SEM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Baldwin Wealth Partners's SEM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Select Medical (SEM) in Q4 2024, closing a stake of 95 shares — an estimated $1.78K sold.

Baldwin Wealth Partners first reported a position in SEM in Q3 2024 and held it in 1 quarter. The position peaked at $1.78K in Q3 2024. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 95 Select Medical shares in Q4 2024, an estimated $1.78K.
  • Baldwin Wealth Partners first reported a position in Select Medical in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Select Medical position peaked at $1.78K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.