BTI
SEM

Blue Trust Inc’s Select Medical SEM Stock Holding History

Blue Trust Inc’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
-436
Closed -$8.24K – 2905
2024
Q3 		$8.24K Buy
436
+163
+60% +$3.12K ﹤0.01% 2257
2024
Q2 		$4.43K Buy
+273
New +$4.66K ﹤0.01% 2235
2024
Q1 		– Sell
-122
Closed -$2K – 2645
2023
Q4 		$2K Buy
+122
New +$1.54K ﹤0.01% 2211
2023
Q3 		– Sell
-54
Closed -$1K – 2262
2023
Q2 		$1K Sell
54
-22
-29% -$341 ﹤0.01% 1918
2023
Q1 		$1K Sell
76
-91
-54% -$1.34K ﹤0.01% 2207
2022
Q4 		$2K Sell
167
-663
-80% -$8.57K ﹤0.01% 1960
2022
Q3 		$11K Buy
830
+56
+7% +$795 ﹤0.01% 1305
2022
Q2 		$10K Buy
+774
New +$9.94K ﹤0.01% 1213

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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 $187B AUM 18.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Blue Trust Inc's SEM Position: Q4 2024 in Review

Blue Trust Inc sold out of Select Medical (SEM) in Q4 2024, closing a stake of 436 shares — an estimated $8.24K sold.

Blue Trust Inc first reported a position in SEM in Q2 2022 and held it in 8 quarters. The position peaked at $11K in Q3 2022. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • Blue Trust Inc reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 436 Select Medical shares in Q4 2024, an estimated $8.24K.
  • Blue Trust Inc first reported a position in Select Medical in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Select Medical position peaked at $11K in Q3 2022.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.