Convergence Investment Partners’s Select Medical SEM Stock Holding History

Convergence Investment Partners’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
2021 Q4	–	Sell	-14,555	Closed	-$284K	–	253
2021 Q3	$284K	Buy	14,555 +845	+6%	+$16.8K	0.15%	146
2021 Q2	$312K	Sell	13,710 -2,768	-17%	-$57.4K	0.13%	161
2021 Q1	$303K	Buy	+16,478	New	+$270K	0.14%	153
2014 Q4	–	Sell	-52,710	Closed	-$342K	–	421
2014 Q3	$342K	Buy	+52,710	New	+$407K	0.05%	314
2013 Q4	–	Sell	-26,383	Closed	-$115K	–	401
2013 Q3	$115K	Hold	26,383	–	–	0.02%	309
2013 Q2	$117K	Buy	+26,383	New	+$117K	0.03%	309

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Convergence Investment Partners's SEM Position: Q4 2021 in Review

Convergence Investment Partners sold out of Select Medical (SEM) in Q4 2021, closing a stake of 14,555 shares — an estimated $284K sold.

Convergence Investment Partners first reported a position in SEM in Q2 2013 and held it in 6 quarters. The position peaked at $342K in Q3 2014. 244 funds tracked by Wall St. Rank hold SEM as of Q4 2021.

Convergence Investment Partners reported no remaining Select Medical position as of Q4 2021 after selling out during the quarter.
Convergence Investment Partners sold 14,555 Select Medical shares in Q4 2021, an estimated $284K.
Convergence Investment Partners first reported a position in Select Medical in Q2 2013 and held it in 6 quarters.
Convergence Investment Partners's Select Medical position peaked at $342K in Q3 2014.
244 funds tracked by Wall St. Rank held Select Medical as of Q4 2021.

Based on Convergence Investment Partners's 13F filing for Q4 2021, filed 25 Jan 2022.