HGWM
SEM

Harvest Group Wealth Management’s Select Medical SEM Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-670
Closed -$8K – 935
2019
Q4 		$8K Hold
670
– – 0.01% 282
2019
Q3 		$6K Hold
670
– – 0.01% 375
2019
Q2 		$5K Buy
670
+358
+115% +$2.83K 0.01% 360
2019
Q1 		$2K Buy
+312
New +$2.51K ﹤0.01% 673

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 $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's SEM Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Select Medical (SEM) in Q1 2020, closing a stake of 670 shares — an estimated $8K sold.

Harvest Group Wealth Management first reported a position in SEM in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 219 funds tracked by Wall St. Rank hold SEM as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Select Medical position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 670 Select Medical shares in Q1 2020, an estimated $8K.
  • Harvest Group Wealth Management first reported a position in Select Medical in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Select Medical position peaked at $8K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Select Medical as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.