CCM
SEM

Coldstream Capital Management’s Select Medical SEM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-7,125
Closed -$119K – 2954
2025
Q1 		$119K Buy
+7,125
New +$131K ﹤0.01% 1263
2024
Q4 		– Sell
-14,226
Closed -$267K – 1104
2024
Q3 		$267K Sell
14,226
-1,968
-12% -$37.7K 0.01% 891
2024
Q2 		$306K Sell
16,194
-152
-0.9% -$2.59K 0.01% 746
2024
Q1 		$266K Buy
+16,346
New +$239K 0.01% 815

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Coldstream Capital Management's SEM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Select Medical (SEM) in Q2 2025, closing a stake of 7,125 shares — an estimated $119K sold.

Coldstream Capital Management first reported a position in SEM in Q1 2024 and held it in 4 quarters. The position peaked at $306K in Q2 2024. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

  • Coldstream Capital Management reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 7,125 Select Medical shares in Q2 2025, an estimated $119K.
  • Coldstream Capital Management first reported a position in Select Medical in Q1 2024 and held it in 4 quarters.
  • Coldstream Capital Management's Select Medical position peaked at $306K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.