Glassman Wealth Services’s Select Medical SEM Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-78	Closed	-$987	–	1523
2023 Q4	$987	Hold	78	–	–	﹤0.01%	1548
2023 Q3	$1.06K	Hold	78	–	–	﹤0.01%	1527
2023 Q2	$1.34K	Hold	78	–	–	﹤0.01%	1363
2023 Q1	$1.09K	Hold	78	–	–	﹤0.01%	1409
2022 Q4	$1.04K	Hold	78	–	–	﹤0.01%	1409
2022 Q3	$1K	Hold	78	–	–	﹤0.01%	1515
2022 Q2	$1K	Hold	78	–	–	﹤0.01%	1520
2022 Q1	$1K	Buy	78 +37	+90%	+$489	﹤0.01%	1507
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	1488
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	1453
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	1369
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	1314
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	1272
2020 Q3	$0	Hold	41	–	–	﹤0.01%	1478
2020 Q2	$0	Hold	41	–	–	﹤0.01%	1496
2020 Q1	$0	Sell	41 -22	-35%	-$261	﹤0.01%	1510
2019 Q4	$1K	Buy	63 +17	+37%	+$183	﹤0.01%	1022
2019 Q3	$0	Buy	46 +1	+2%	+$9	﹤0.01%	1340
2019 Q2	$0	Sell	45 -207	-82%	-$1.64K	﹤0.01%	1334
2019 Q1	$2K	Buy	+252	New	+$2.03K	﹤0.01%	719

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

Glassman Wealth Services's SEM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Select Medical (SEM) in Q1 2024, closing a stake of 78 shares — an estimated $987 sold.

Glassman Wealth Services first reported a position in SEM in Q1 2019 and held it in 20 quarters. The position peaked at $2K in Q1 2019. 250 funds tracked by Wall St. Rank hold SEM as of Q1 2024.

Glassman Wealth Services reported no remaining Select Medical position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 78 Select Medical shares in Q1 2024, an estimated $987.
Glassman Wealth Services first reported a position in Select Medical in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's Select Medical position peaked at $2K in Q1 2019.
250 funds tracked by Wall St. Rank held Select Medical as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.