DI
SEM

Disciplined Investments’s Select Medical SEM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-50
Closed -$860 – 1292
2023
Q2 		$860 Hold
50
– – ﹤0.01% 1030
2023
Q1 		$698 Buy
50
+4
+9% +$59 ﹤0.01% 1118
2022
Q4 		$621 Sell
46
-4
-8% -$52 ﹤0.01% 1107
2022
Q3 		$1K Sell
50
-2
-4% -$28 ﹤0.01% 1069
2022
Q2 		$1K Buy
52
+11
+27% +$141 ﹤0.01% 1094
2022
Q1 		$1K Buy
+41
New +$541 ﹤0.01% 1162

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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's SEM Position: Q3 2023 in Review

Disciplined Investments sold out of Select Medical (SEM) in Q3 2023, closing a stake of 50 shares — an estimated $860 sold.

Disciplined Investments first reported a position in SEM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 248 funds tracked by Wall St. Rank hold SEM as of Q3 2023.

  • Disciplined Investments reported no remaining Select Medical position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 50 Select Medical shares in Q3 2023, an estimated $860.
  • Disciplined Investments first reported a position in Select Medical in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Select Medical position peaked at $1K in Q3 2022.
  • 248 funds tracked by Wall St. Rank held Select Medical as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.