Essex Investment Management’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-133,819
| Closed | -$2.52M | – | 324 |
|
2024
Q4 | $2.52M | Sell |
133,819
-121,286
| -48% | -$2.29M | 0.45% | 100 |
|
2024
Q3 | $4.79M | Sell |
255,105
-10,761
| -4% | -$202K | 0.84% | 36 |
|
2024
Q2 | $5.02M | Sell |
265,866
-24,735
| -9% | -$467K | 0.94% | 28 |
|
2024
Q1 | $4.72M | Buy |
290,601
+42,083
| +17% | +$684K | 0.93% | 28 |
|
2023
Q4 | $3.15M | Sell |
248,518
-100,514
| -29% | -$1.27M | 0.62% | 49 |
|
2023
Q3 | $4.75M | Buy |
349,032
+43,477
| +14% | +$592K | 0.78% | 26 |
|
2023
Q2 | $5.25M | Buy |
+305,555
| New | +$5.25M | 0.73% | 30 |
|