JP
SEM

Jana Partners’s Select Medical SEM Stock Holding History

Jana Partners’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
2017
Q4 		– Sell
-1,739,523
Closed -$18M – 42
2017
Q3 		$18M Sell
1,739,523
-3,388,308
-66% -$31.3M 0.37% 27
2017
Q2 		$42.4M Sell
5,127,831
-378,882
-7% -$2.84M 0.6% 30
2017
Q1 		$39.6M Buy
5,506,713
+1,287,286
+31% +$9.33M 0.74% 28
2016
Q4 		$30.1M Buy
4,219,427
+699,423
+20% +$4.87M 0.53% 30
2016
Q3 		$25.6M Buy
+3,520,004
New +$22.4M 0.45% 24

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jana Partners's SEM Position: Q4 2017 in Review

Jana Partners sold out of Select Medical (SEM) in Q4 2017, closing a stake of 1,739,523 shares — an estimated $18M sold.

Jana Partners first reported a position in SEM in Q3 2016 and held it in 5 quarters. The position peaked at $42.4M in Q2 2017. 184 funds tracked by Wall St. Rank hold SEM as of Q4 2017.

  • Jana Partners reported no remaining Select Medical position as of Q4 2017 after selling out during the quarter.
  • Jana Partners sold 1,739,523 Select Medical shares in Q4 2017, an estimated $18M.
  • Jana Partners first reported a position in Select Medical in Q3 2016 and held it in 5 quarters.
  • Jana Partners's Select Medical position peaked at $42.4M in Q2 2017.
  • 184 funds tracked by Wall St. Rank held Select Medical as of Q4 2017.

Based on Jana Partners's 13F filing for Q4 2017, filed 14 Feb 2018.