Financial Gravity Asset Management’s Select Medical SEM Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-35	Closed	-$584	–	2268
2024 Q1	$584	Buy	35 +33	+1,650%	+$483	﹤0.01%	1341
2023 Q4	$30	Hold	2	–	–	﹤0.01%	1389
2023 Q3	$30	Sell	2 -57	-97%	-$880	﹤0.01%	1100
2023 Q2	$1.44K	Buy	+59	New	+$914	﹤0.01%	724
2023 Q1	–	Sell	-46	Closed	-$1.08K	–	1578
2022 Q4	$1.08K	Sell	46 -566	-92%	-$7.32K	0.01%	654
2022 Q3	$1.99K	Buy	+612	New	+$8.69K	0.07%	294
2022 Q1	–	Sell	-1,238	Closed	-$3.09K	–	998
2021 Q4	$3.09K	Buy	1,238 +1,071	+641%	+$18.3K	0.07%	274
2021 Q3	$36K	Buy	167 +20	+14%	+$397	0.02%	671
2021 Q2	$42K	Sell	147 -37	-20%	-$768	0.02%	623
2021 Q1	$3.38K	Buy	184 +30	+19%	+$492	0.07%	184
2020 Q4	$2K	Buy	+154	New	+$2.01K	﹤0.01%	346
2020 Q2	–	Sell	-902	Closed	-$7.29K	–	735
2020 Q1	$7.29K	Sell	902 -1,496	-62%	-$17.8K	0.02%	285
2019 Q4	$51K	Buy	2,398 +2,190	+1,053%	+$23.6K	0.04%	641
2019 Q3	$2K	Sell	208 -1,156	-85%	-$10.1K	﹤0.01%	921
2019 Q2	$12K	Buy	1,364 +1,156	+556%	+$9.13K	0.01%	561
2019 Q1	$2K	Buy	+208	New	+$1.67K	﹤0.01%	985
2018 Q3	$4K	Sell	418 -4,187	-91%	-$43.4K	﹤0.01%	802
2018 Q2	$47K	Sell	4,605 -48	-1%	-$471	0.04%	344
2018 Q1	$47K	Buy	+4,653	New	+$44.3K	0.05%	326

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

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

CCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's SEM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Select Medical (SEM) in Q2 2024, closing a stake of 35 shares — an estimated $584 sold.

Financial Gravity Asset Management first reported a position in SEM in Q1 2018 and held it in 19 quarters. The position peaked at $51K in Q4 2019. 256 funds tracked by Wall St. Rank hold SEM as of Q2 2024.

Financial Gravity Asset Management reported no remaining Select Medical position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 35 Select Medical shares in Q2 2024, an estimated $584.
Financial Gravity Asset Management first reported a position in Select Medical in Q1 2018 and held it in 19 quarters.
Financial Gravity Asset Management's Select Medical position peaked at $51K in Q4 2019.
256 funds tracked by Wall St. Rank held Select Medical as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.