Mackenzie Financial
SEM

Mackenzie Financial’s Select Medical SEM Stock Holding History

Mackenzie Financial’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
2026
Q1 		– Sell
-29,691
Closed -$443K – 1716
2025
Q4 		$443K Hold
29,691
– – ﹤0.01% 1255
2025
Q3 		$381K Sell
29,691
-5,049
-15% -$67.3K ﹤0.01% 1327
2025
Q2 		$527K Buy
34,740
+231
+0.7% +$3.6K ﹤0.01% 1215
2025
Q1 		$576K Sell
34,509
-31,988
-48% -$589K ﹤0.01% 1148
2024
Q4 		$1.25M Buy
66,497
+51,560
+345% +$994K ﹤0.01% 887
2024
Q3 		$281K Sell
14,937
-19,462
-57% -$373K ﹤0.01% 1222
2024
Q2 		$650K Buy
34,399
+21,962
+177% +$375K ﹤0.01% 956
2024
Q1 		$202K Buy
+12,437
New +$182K ﹤0.01% 1344
2023
Q4 		– Sell
-39,655
Closed -$527K – 1572
2023
Q3 		$527K Buy
39,655
+20,742
+110% +$320K ﹤0.01% 992
2023
Q2 		$317K Sell
18,913
-36,212
-66% -$561K ﹤0.01% 1153
2023
Q1 		$768K Buy
55,125
+18,337
+50% +$270K ﹤0.01% 913
2022
Q4 		$492K Buy
+36,788
New +$476K ﹤0.01% 933
2022
Q3 		– Sell
-17,480
Closed -$222K – 1510
2022
Q2 		$222K Sell
17,480
-32,612
-65% -$419K ﹤0.01% 1239
2022
Q1 		$647K Sell
50,092
-153,559
-75% -$2.03M ﹤0.01% 951
2021
Q4 		$3.23M Sell
203,651
-242,544
-54% -$4.14M ﹤0.01% 661
2021
Q3 		$8.7M Buy
446,195
+188,083
+73% +$3.73M 0.01% 484
2021
Q2 		$5.88M Buy
258,112
+245,658
+1,973% +$5.1M 0.01% 532
2021
Q1 		$229K Buy
+12,454
New +$204K ﹤0.01% 1059
2020
Q2 		– Sell
-51,846
Closed -$419K – 1113
2020
Q1 		$419K Buy
+51,846
New +$616K ﹤0.01% 832
2016
Q3 		– Sell
-253,973
Closed -$1.49M – 835
2016
Q2 		$1.49M Buy
+253,973
New +$1.68M 0.01% 508

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mackenzie Financial's SEM Position: Q1 2026 in Review

Mackenzie Financial sold out of Select Medical (SEM) in Q1 2026, closing a stake of 29,691 shares — an estimated $443K sold.

Mackenzie Financial first reported a position in SEM in Q2 2016 and held it in 20 quarters. The position peaked at $8.7M in Q3 2021. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

  • Mackenzie Financial reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 29,691 Select Medical shares in Q1 2026, an estimated $443K.
  • Mackenzie Financial first reported a position in Select Medical in Q2 2016 and held it in 20 quarters.
  • Mackenzie Financial's Select Medical position peaked at $8.7M in Q3 2021.
  • 278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.