MSFP
SEM

Mark Sheptoff Financial Planning’s Select Medical SEM Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-11,322
Closed -$258K – 419
2021
Q2 		$258K Buy
11,322
+7,610
+205% +$158K 0.14% 82
2021
Q1 		$68K Buy
+3,712
New +$60.9K 0.04% 143

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's SEM Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Select Medical (SEM) in Q3 2021, closing a stake of 11,322 shares — an estimated $258K sold.

Mark Sheptoff Financial Planning first reported a position in SEM in Q1 2021 and held it in 2 quarters. The position peaked at $258K in Q2 2021. 252 funds tracked by Wall St. Rank hold SEM as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Select Medical position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 11,322 Select Medical shares in Q3 2021, an estimated $258K.
  • Mark Sheptoff Financial Planning first reported a position in Select Medical in Q1 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Select Medical position peaked at $258K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Select Medical as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.