BIM
SEM

Bogle Investment Management’s Select Medical SEM Stock Holding History

Bogle Investment 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
2018
Q2 		– Sell
-129,283
Closed -$1.2M – 338
2018
Q1 		$1.2M Buy
+129,283
New +$1.23M 0.09% 196
2014
Q4 		– Sell
-428,374
Closed -$2.78M – 404
2014
Q3 		$2.78M Sell
428,374
-463,347
-52% -$3.58M 0.18% 138
2014
Q2 		$7.5M Buy
891,721
+380,898
+75% +$2.95M 0.5% 82
2014
Q1 		$3.43M Buy
+510,823
New +$3.1M 0.23% 141
2013
Q3 		– Sell
-357,410
Closed -$1.58M – 347
2013
Q2 		$1.58M Buy
+357,410
New +$1.58M 0.19% 166

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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bogle Investment Management's SEM Position: Q2 2018 in Review

Bogle Investment Management sold out of Select Medical (SEM) in Q2 2018, closing a stake of 129,283 shares — an estimated $1.2M sold.

Bogle Investment Management first reported a position in SEM in Q2 2013 and held it in 5 quarters. The position peaked at $7.5M in Q2 2014. 198 funds tracked by Wall St. Rank hold SEM as of Q2 2018.

  • Bogle Investment Management reported no remaining Select Medical position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 129,283 Select Medical shares in Q2 2018, an estimated $1.2M.
  • Bogle Investment Management first reported a position in Select Medical in Q2 2013 and held it in 5 quarters.
  • Bogle Investment Management's Select Medical position peaked at $7.5M in Q2 2014.
  • 198 funds tracked by Wall St. Rank held Select Medical as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.