FM
SEM

Foster & Motley’s Select Medical SEM Stock Holding History

Foster & Motley’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
Q4 		– Sell
-18,712
Closed -$352K – 383
2024
Q3 		$352K Sell
18,712
-3,833
-17% -$73.4K 0.02% 315
2024
Q2 		$426K Buy
22,545
+687
+3% +$11.7K 0.03% 286
2024
Q1 		$355K Sell
21,858
-2,211
-9% -$32.4K 0.02% 302
2023
Q4 		$305K Sell
24,069
-3,003
-11% -$37.9K 0.02% 322
2023
Q3 		$369K Sell
27,072
-1,195
-4% -$18.5K 0.03% 302
2023
Q2 		$485K Sell
28,267
-891
-3% -$13.8K 0.04% 292
2023
Q1 		$406K Sell
29,158
-410
-1% -$6.04K 0.03% 301
2022
Q4 		$396K Sell
29,568
-5,863
-17% -$75.8K 0.03% 300
2022
Q3 		$422K Sell
35,431
-716
-2% -$10.2K 0.04% 273
2022
Q2 		$460K Sell
36,147
-2,695
-7% -$34.6K 0.04% 263
2022
Q1 		$502K Sell
38,842
-7,111
-15% -$93.9K 0.04% 256
2021
Q4 		$728K Buy
45,953
+16,363
+55% +$279K 0.06% 218
2021
Q3 		$577K Buy
+29,590
New +$587K 0.05% 227

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
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

Foster & Motley's SEM Position: Q4 2024 in Review

Foster & Motley sold out of Select Medical (SEM) in Q4 2024, closing a stake of 18,712 shares — an estimated $352K sold.

Foster & Motley first reported a position in SEM in Q3 2021 and held it in 13 quarters. The position peaked at $728K in Q4 2021. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • Foster & Motley reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • Foster & Motley sold 18,712 Select Medical shares in Q4 2024, an estimated $352K.
  • Foster & Motley first reported a position in Select Medical in Q3 2021 and held it in 13 quarters.
  • Foster & Motley's Select Medical position peaked at $728K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on Foster & Motley's 13F filing for Q4 2024, filed 23 Jan 2025.