Baystate Wealth Management’s Select Medical SEM Stock Holding History

Baystate 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
2023 Q4	$4.89K	Buy	386 +4	+1%	+$50	﹤0.01%	893
2023 Q3	$5.23K	Hold	382	–	–	﹤0.01%	682
2023 Q2	$6.57K	Buy	382 +2	+0.5%	+$31	﹤0.01%	650
2023 Q1	$5.3K	Buy	380 +1	+0.3%	+$15	﹤0.01%	678
2022 Q4	$5K	Buy	379 +2	+0.5%	+$26	﹤0.01%	694
2022 Q3	$4K	Buy	377 +2	+0.5%	+$28	﹤0.01%	671
2022 Q2	$5K	Buy	375 +2	+0.5%	+$26	﹤0.01%	673
2022 Q1	$5K	Buy	+373	New	+$4.92K	﹤0.01%	657

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baystate Wealth Management's SEM Position: Q4 2023 in Review

Baystate Wealth Management increased its Select Medical (SEM) stake by 1% in Q4 2023, buying an estimated $50 and bringing the position to 386 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Baystate Wealth Management first reported a position in SEM in Q1 2022 and has held it in 8 quarters since. The position peaked at $6.57K in Q2 2023. 248 funds tracked by Wall St. Rank hold SEM as of Q4 2023.

Baystate Wealth Management held 386 shares of Select Medical worth $4.89K as of Q4 2023.
Baystate Wealth Management bought 4 Select Medical shares in Q4 2023, an estimated $50.
Select Medical made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #893 holding.
Baystate Wealth Management first reported a position in Select Medical in Q1 2022 and has held it in 8 quarters since.
Baystate Wealth Management's Select Medical position peaked at $6.57K in Q2 2023.
248 funds tracked by Wall St. Rank held Select Medical as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.