ET
SEM

Equitable Trust’s Select Medical SEM Stock Holding History

Equitable Trust’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
2019
Q1 		– Sell
-370,289
Closed -$3.06M – 276
2018
Q4 		$3.06M Hold
370,289
– – 0.41% 73
2018
Q3 		$3.67M Buy
370,289
+21,344
+6% +$221K 0.43% 70
2018
Q2 		$3.41M Buy
+348,945
New +$3.43M 0.43% 73

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 $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Equitable Trust's SEM Position: Q1 2019 in Review

Equitable Trust sold out of Select Medical (SEM) in Q1 2019, closing a stake of 370,289 shares — an estimated $3.06M sold.

Equitable Trust first reported a position in SEM in Q2 2018 and held it in 3 quarters. The position peaked at $3.67M in Q3 2018. 203 funds tracked by Wall St. Rank hold SEM as of Q1 2019.

  • Equitable Trust reported no remaining Select Medical position as of Q1 2019 after selling out during the quarter.
  • Equitable Trust sold 370,289 Select Medical shares in Q1 2019, an estimated $3.06M.
  • Equitable Trust first reported a position in Select Medical in Q2 2018 and held it in 3 quarters.
  • Equitable Trust's Select Medical position peaked at $3.67M in Q3 2018.
  • 203 funds tracked by Wall St. Rank held Select Medical as of Q1 2019.

Based on Equitable Trust's 13F filing for Q1 2019, filed 15 May 2019.