High Note Wealth’s Select Medical SEM Stock Holding History

High Note Wealth’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
2025 Q1	–	Sell	-53	Closed	-$999	–	952
2024 Q4	$999	Buy	+53	New	+$1.02K	﹤0.01%	750

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

High Note Wealth's SEM Position: Q1 2025 in Review

High Note Wealth sold out of Select Medical (SEM) in Q1 2025, closing a stake of 53 shares — an estimated $999 sold.

High Note Wealth first reported a position in SEM in Q4 2024 and held it in 1 quarter. The position peaked at $999 in Q4 2024. 274 funds tracked by Wall St. Rank hold SEM as of Q1 2025.

High Note Wealth reported no remaining Select Medical position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 53 Select Medical shares in Q1 2025, an estimated $999.
High Note Wealth first reported a position in Select Medical in Q4 2024 and held it in 1 quarter.
High Note Wealth's Select Medical position peaked at $999 in Q4 2024.
274 funds tracked by Wall St. Rank held Select Medical as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.