BCWM
SEM

Bartlett & Co Wealth Management’s Select Medical SEM Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-52
Closed -$1.01K – 793
2021
Q3 		$1.01K Buy
+52
New +$1.03K ﹤0.01% 914

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bartlett & Co Wealth Management's SEM Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Select Medical (SEM) in Q4 2021, closing a stake of 52 shares — an estimated $1.01K sold.

Bartlett & Co Wealth Management first reported a position in SEM in Q3 2021 and held it in 1 quarter. The position peaked at $1.01K in Q3 2021. 244 funds tracked by Wall St. Rank hold SEM as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Select Medical position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 52 Select Medical shares in Q4 2021, an estimated $1.01K.
  • Bartlett & Co Wealth Management first reported a position in Select Medical in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Select Medical position peaked at $1.01K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Select Medical as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.