FIM
SEM

Freedom Investment Management’s Select Medical SEM Stock Holding History

Freedom 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
2023
Q3 		– Sell
-14,295
Closed -$245K – 754
2023
Q2 		$245K Buy
+14,295
New +$221K 0.03% 599
2023
Q1 		– Sell
-20,357
Closed -$272K – 784
2022
Q4 		$272K Buy
20,357
+1,624
+9% +$21K 0.03% 600
2022
Q3 		$223K Buy
+18,733
New +$266K 0.03% 647
2022
Q1 		– Sell
-23,128
Closed -$366K – 919
2021
Q4 		$366K Buy
23,128
+2,803
+14% +$47.8K 0.03% 615
2021
Q3 		$396K Buy
20,325
+89
+0.4% +$1.77K 0.03% 574
2021
Q2 		$461K Sell
20,236
-2,001
-9% -$41.5K 0.03% 560
2021
Q1 		$409K Sell
22,237
-1,962
-8% -$32.2K 0.03% 587
2020
Q4 		$361K Buy
+24,199
New +$316K 0.04% 427
2020
Q3 		– Sell
-37,296
Closed -$296K – 594
2020
Q2 		$296K Buy
37,296
+14,957
+67% +$124K 0.03% 407
2020
Q1 		$286K Buy
+22,339
New +$265K 0.03% 516
2019
Q4 		– Sell
-18,682
Closed -$167K – 704
2019
Q3 		$167K Sell
18,682
-40,224
-68% -$352K 0.01% 645
2019
Q2 		$504K Buy
58,906
+35,970
+157% +$284K 0.04% 361
2019
Q1 		$174K Sell
22,936
-56,360
-71% -$453K 0.01% 642
2018
Q4 		$656K Buy
79,296
+28,308
+56% +$271K 0.05% 357
2018
Q3 		$526K Sell
50,988
-1,472
-3% -$15.2K 0.03% 499
2018
Q2 		$513K Sell
52,460
-36,054
-41% -$354K 0.03% 543
2018
Q1 		$823K Buy
88,514
+68,790
+349% +$655K 0.04% 430
2017
Q4 		$188K Buy
19,724
+331
+2% +$3.16K 0.01% 1051
2017
Q3 		$201K Buy
+19,393
New +$179K 0.01% 1018
2016
Q4 		– Sell
-44,967
Closed -$327K – 1042
2016
Q3 		$327K Buy
+44,967
New +$286K 0.02% 595
2016
Q2 		– Sell
-41,274
Closed -$263K – 890
2016
Q1 		$263K Buy
41,274
+20,479
+98% +$110K 0.02% 606
2015
Q4 		$133K Buy
+20,795
New +$130K 0.01% 736

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's SEM Position: Q3 2023 in Review

Freedom Investment Management sold out of Select Medical (SEM) in Q3 2023, closing a stake of 14,295 shares — an estimated $245K sold.

Freedom Investment Management first reported a position in SEM in Q4 2015 and held it in 22 quarters. The position peaked at $823K in Q1 2018. 247 funds tracked by Wall St. Rank hold SEM as of Q3 2023.

  • Freedom Investment Management reported no remaining Select Medical position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 14,295 Select Medical shares in Q3 2023, an estimated $245K.
  • Freedom Investment Management first reported a position in Select Medical in Q4 2015 and held it in 22 quarters.
  • Freedom Investment Management's Select Medical position peaked at $823K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Select Medical as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.