NewEdge Advisors’s Select Medical SEM Stock Holding History

NewEdge 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
2023 Q4	–	Sell	-16,730	Closed	-$228K	–	3865
2023 Q3	$228K	Buy	+16,730	New	+$258K	﹤0.01%	1576

Other funds holding SEM

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

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NewEdge Advisors's SEM Position: Q4 2023 in Review

NewEdge Advisors sold out of Select Medical (SEM) in Q4 2023, closing a stake of 16,730 shares — an estimated $228K sold.

NewEdge Advisors first reported a position in SEM in Q3 2023 and held it in 1 quarter. The position peaked at $228K in Q3 2023. 248 funds tracked by Wall St. Rank hold SEM as of Q4 2023.

NewEdge Advisors reported no remaining Select Medical position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 16,730 Select Medical shares in Q4 2023, an estimated $228K.
NewEdge Advisors first reported a position in Select Medical in Q3 2023 and held it in 1 quarter.
NewEdge Advisors's Select Medical position peaked at $228K in Q3 2023.
248 funds tracked by Wall St. Rank held Select Medical as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.