Bellwether Advisors’s Select Medical SEM Stock Holding History

Bellwether Advisors’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 Q2	–	Sell	-206	Closed	-$2K	–	547
2022 Q1	$2K	Hold	206	–	–	﹤0.01%	475
2021 Q4	$3K	Sell	206 -39	-16%	-$666	﹤0.01%	471
2021 Q3	$4K	Buy	+245	New	+$4.86K	﹤0.01%	404

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Bellwether Advisors's SEM Position: Q2 2022 in Review

Bellwether Advisors sold out of Select Medical (SEM) in Q2 2022, closing a stake of 206 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in SEM in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 217 funds tracked by Wall St. Rank hold SEM as of Q2 2022.

Bellwether Advisors reported no remaining Select Medical position as of Q2 2022 after selling out during the quarter.
Bellwether Advisors sold 206 Select Medical shares in Q2 2022, an estimated $2K.
Bellwether Advisors first reported a position in Select Medical in Q3 2021 and held it in 3 quarters.
Bellwether Advisors's Select Medical position peaked at $4K in Q3 2021.
217 funds tracked by Wall St. Rank held Select Medical as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.