HBW
SEM

Hazlett, Burt & Watson’s Select Medical SEM Stock Holding History

Hazlett, Burt & Watson’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
-95
Closed -$1K – 732
2023
Q4 		$1K Hold
95
– – ﹤0.01% 668
2023
Q3 		$1K Buy
95
+2
+2% +$31 ﹤0.01% 699
2023
Q2 		$2K Hold
93
– – ﹤0.01% 622
2023
Q1 		$1K Hold
93
– – ﹤0.01% 603
2022
Q4 		$1K Buy
+93
New +$1.2K ﹤0.01% 601

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

Hazlett, Burt & Watson's SEM Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of Select Medical (SEM) in Q1 2024, closing a stake of 95 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in SEM in Q4 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2023. 250 funds tracked by Wall St. Rank hold SEM as of Q1 2024.

  • Hazlett, Burt & Watson reported no remaining Select Medical position as of Q1 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 95 Select Medical shares in Q1 2024, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Select Medical in Q4 2022 and held it in 5 quarters.
  • Hazlett, Burt & Watson's Select Medical position peaked at $2K in Q2 2023.
  • 250 funds tracked by Wall St. Rank held Select Medical as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.