Ergoteles’s Select Medical SEM Stock Holding History

Ergoteles’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 Q2	–	Sell	-121,939	Closed	-$1.7M	–	1467
2023 Q1	$1.7M	Buy	+121,939	New	+$1.79M	0.07%	324
2022 Q4	–	Sell	-36,806	Closed	-$438K	–	1832
2022 Q3	$438K	Buy	36,806 +19,298	+110%	+$274K	0.02%	807
2022 Q2	$223K	Buy	+17,508	New	+$225K	0.01%	1266
2021 Q3	–	Sell	-27,962	Closed	-$637K	–	1618
2021 Q2	$637K	Sell	27,962 -9,158	-25%	-$190K	0.01%	688
2021 Q1	$682K	Buy	+37,120	New	+$609K	0.02%	429

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Ergoteles's SEM Position: Q2 2023 in Review

Ergoteles sold out of Select Medical (SEM) in Q2 2023, closing a stake of 121,939 shares — an estimated $1.7M sold.

Ergoteles first reported a position in SEM in Q1 2021 and held it in 5 quarters. The position peaked at $1.7M in Q1 2023. 226 funds tracked by Wall St. Rank hold SEM as of Q2 2023.

Ergoteles reported no remaining Select Medical position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 121,939 Select Medical shares in Q2 2023, an estimated $1.7M.
Ergoteles first reported a position in Select Medical in Q1 2021 and held it in 5 quarters.
Ergoteles's Select Medical position peaked at $1.7M in Q1 2023.
226 funds tracked by Wall St. Rank held Select Medical as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.