Berman Capital Advisors’s Select Medical SEM Stock Holding History

Berman Capital 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
2021 Q3	$6K	Hold	327	–	–	﹤0.01%	1389
2021 Q2	$7K	Hold	327	–	–	﹤0.01%	1257
2021 Q1	$6K	Hold	327	–	–	﹤0.01%	1227
2020 Q4	$4K	Hold	327	–	–	﹤0.01%	1240
2020 Q3	$3K	Buy	327 +37	+13%	+$364	﹤0.01%	1213
2020 Q2	$2K	Buy	290 +117	+68%	+$969	﹤0.01%	1316
2020 Q1	$1K	Hold	173	–	–	﹤0.01%	1359
2019 Q4	$2K	Hold	173	–	–	﹤0.01%	1237
2019 Q3	$1K	Hold	173	–	–	﹤0.01%	1363
2019 Q2	$1K	Buy	+173	New	+$1.37K	﹤0.01%	1382

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Berman Capital Advisors's SEM Position: Q3 2021 in Review

Berman Capital Advisors held its Select Medical (SEM) position steady in Q3 2021 at 327 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Berman Capital Advisors first reported a position in SEM in Q2 2019 and has held it in 10 quarters since. The position peaked at $7K in Q2 2021. 252 funds tracked by Wall St. Rank hold SEM as of Q3 2021.

Berman Capital Advisors held 327 shares of Select Medical worth $6K as of Q3 2021.
Berman Capital Advisors left its Select Medical share count unchanged in Q3 2021.
Select Medical made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1389 holding.
Berman Capital Advisors first reported a position in Select Medical in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Select Medical position peaked at $7K in Q2 2021.
252 funds tracked by Wall St. Rank held Select Medical as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.