Money Concepts Capital’s Select Medical SEM Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,151	Closed	-$15.4K	–	2479
2022 Q4	$15.4K	Sell	1,151 -18,365	-94%	-$237K	﹤0.01%	1802
2022 Q3	$232K	Buy	19,516 +1,218	+7%	+$17.3K	0.01%	401
2022 Q2	$248K	Buy	18,298 +1,887	+11%	+$24.2K	0.02%	368
2022 Q1	$212K	Buy	+16,411	New	+$217K	0.01%	717
2021 Q1	–	Sell	-13,998	Closed	-$209K	–	759
2020 Q4	$209K	Buy	+13,998	New	+$183K	0.02%	407

Other funds holding SEM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Money Concepts Capital's SEM Position: Q1 2023 in Review

Money Concepts Capital sold out of Select Medical (SEM) in Q1 2023, closing a stake of 1,151 shares — an estimated $15.4K sold.

Money Concepts Capital first reported a position in SEM in Q4 2020 and held it in 5 quarters. The position peaked at $248K in Q2 2022. 215 funds tracked by Wall St. Rank hold SEM as of Q1 2023.

Money Concepts Capital reported no remaining Select Medical position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,151 Select Medical shares in Q1 2023, an estimated $15.4K.
Money Concepts Capital first reported a position in Select Medical in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's Select Medical position peaked at $248K in Q2 2022.
215 funds tracked by Wall St. Rank held Select Medical as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.