MYIA
SEM

Mount Yale Investment Advisors’s Select Medical SEM Stock Holding History

Mount Yale Investment Advisors’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
2024
Q4 		– Sell
-10,299
Closed -$193K – 606
2024
Q3 		$193K Buy
+10,299
New +$197K 0.02% 524
2021
Q4 		– Sell
-12,122
Closed -$236K – 490
2021
Q3 		$236K Buy
12,122
+1,938
+19% +$38.5K 0.03% 412
2021
Q2 		$232K Buy
+10,184
New +$211K 0.03% 380
2021
Q1 		– Sell
-15,975
Closed -$238K – 450
2020
Q4 		$238K Sell
15,975
-3,455
-18% -$45.1K 0.03% 347
2020
Q3 		$218K Buy
+19,430
New +$191K 0.03% 322
2020
Q2 		– Sell
-24,030
Closed -$194K – 360
2020
Q1 		$194K Buy
24,030
+6,014
+33% +$71.5K 0.04% 272
2019
Q4 		$222K Buy
+18,016
New +$194K 0.04% 304
2018
Q4 		– Sell
-16,819
Closed -$180K – 690
2018
Q3 		$180K Buy
16,819
+1,052
+7% +$10.9K 0.03% 310
2018
Q2 		$154K Buy
15,767
+1,134
+8% +$11.1K 0.03% 343
2018
Q1 		$136K Buy
+14,633
New +$139K 0.03% 370

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Mount Yale Investment Advisors's SEM Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Select Medical (SEM) in Q4 2024, closing a stake of 10,299 shares — an estimated $193K sold.

Mount Yale Investment Advisors first reported a position in SEM in Q1 2018 and held it in 10 quarters. The position peaked at $238K in Q4 2020. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10,299 Select Medical shares in Q4 2024, an estimated $193K.
  • Mount Yale Investment Advisors first reported a position in Select Medical in Q1 2018 and held it in 10 quarters.
  • Mount Yale Investment Advisors's Select Medical position peaked at $238K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.