EIM
SEM

Essex Investment Management’s Select Medical SEM Stock Holding History

Essex Investment Management’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
2025
Q1 		– Sell
-133,819
Closed -$2.52M – 324
2024
Q4 		$2.52M Sell
133,819
-121,286
-48% -$2.34M 0.45% 100
2024
Q3 		$4.79M Sell
255,105
-10,761
-4% -$206K 0.84% 36
2024
Q2 		$5.02M Sell
265,866
-24,735
-9% -$422K 0.94% 28
2024
Q1 		$4.72M Buy
290,601
+42,083
+17% +$616K 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% +$671K 0.78% 26
2023
Q2 		$5.25M Buy
+305,555
New +$4.73M 0.73% 30

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Essex Investment Management's SEM Position: Q1 2025 in Review

Essex Investment Management sold out of Select Medical (SEM) in Q1 2025, closing a stake of 133,819 shares — an estimated $2.52M sold.

Essex Investment Management first reported a position in SEM in Q2 2023 and held it in 7 quarters. The position peaked at $5.25M in Q2 2023. 274 funds tracked by Wall St. Rank hold SEM as of Q1 2025.

  • Essex Investment Management reported no remaining Select Medical position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 133,819 Select Medical shares in Q1 2025, an estimated $2.52M.
  • Essex Investment Management first reported a position in Select Medical in Q2 2023 and held it in 7 quarters.
  • Essex Investment Management's Select Medical position peaked at $5.25M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Select Medical as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.