Capstone Investment Advisors
SEM

Capstone Investment Advisors’s Select Medical SEM Stock Holding History

Capstone Investment 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
2024
Q3 		– Sell
-11,303
Closed -$214K – 2179
2024
Q2 		$214K Sell
11,303
-31,192
-73% -$532K ﹤0.01% 1747
2024
Q1 		$690K Buy
+42,495
New +$622K ﹤0.01% 1376

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Capstone Investment Advisors's SEM Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Select Medical (SEM) in Q3 2024, closing a stake of 11,303 shares — an estimated $214K sold.

Capstone Investment Advisors first reported a position in SEM in Q1 2024 and held it in 2 quarters. The position peaked at $690K in Q1 2024. 286 funds tracked by Wall St. Rank hold SEM as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Select Medical position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,303 Select Medical shares in Q3 2024, an estimated $214K.
  • Capstone Investment Advisors first reported a position in Select Medical in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Select Medical position peaked at $690K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Select Medical as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.