Bowling Portfolio Management’s Select Medical SEM Stock Holding History

Bowling Portfolio 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
2020 Q4	–	Sell	-25,255	Closed	-$283K	–	343
2020 Q3	$283K	Sell	25,255 -39,601	-61%	-$390K	0.06%	287
2020 Q2	$515K	Sell	64,856 -18,142	-22%	-$150K	0.11%	238
2020 Q1	$671K	Buy	+82,998	New	+$986K	0.17%	181
2018 Q1	–	Sell	-74,671	Closed	-$710K	–	402
2017 Q4	$710K	Buy	+74,671	New	+$714K	0.09%	278
2016 Q4	–	Sell	-78,822	Closed	-$573K	–	322
2016 Q3	$573K	Buy	+78,822	New	+$501K	0.08%	196

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bowling Portfolio Management's SEM Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Select Medical (SEM) in Q4 2020, closing a stake of 25,255 shares — an estimated $283K sold.

Bowling Portfolio Management first reported a position in SEM in Q3 2016 and held it in 5 quarters. The position peaked at $710K in Q4 2017. 208 funds tracked by Wall St. Rank hold SEM as of Q4 2020.

Bowling Portfolio Management reported no remaining Select Medical position as of Q4 2020 after selling out during the quarter.
Bowling Portfolio Management sold 25,255 Select Medical shares in Q4 2020, an estimated $283K.
Bowling Portfolio Management first reported a position in Select Medical in Q3 2016 and held it in 5 quarters.
Bowling Portfolio Management's Select Medical position peaked at $710K in Q4 2017.
208 funds tracked by Wall St. Rank held Select Medical as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.