OPS
SEM

Orion Portfolio Solutions’s Select Medical SEM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$175K Buy
10,455
+51
+0.5% +$939 ﹤0.01% 1819
2024
Q4 		$196K Sell
10,404
-11,037
-51% -$213K ﹤0.01% 1755
2024
Q3 		$403K Sell
21,441
-1,527
-7% -$29.3K ﹤0.01% 1411
2024
Q2 		$434K Sell
22,968
-1,455
-6% -$24.8K ﹤0.01% 1318
2024
Q1 		$397K Sell
24,423
-880
-3% -$12.9K ﹤0.01% 1368
2023
Q4 		$366K Buy
25,303
+652
+3% +$8.23K ﹤0.01% 1328
2023
Q3 		$336K Sell
24,651
-1,626
-6% -$25.1K ﹤0.01% 1334
2023
Q2 		$451K Sell
26,277
-2,259
-8% -$35K ﹤0.01% 1248
2023
Q1 		$397K Buy
+28,536
New +$420K ﹤0.01% 1229
2020
Q2 		– Sell
-48
Closed – – 2432
2020
Q1 		$0 Buy
48
+3
+7% +$36 ﹤0.01% 2259
2019
Q4 		$1K Buy
+45
New +$485 ﹤0.01% 1722

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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 $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return