O'Shaughnessy Asset Management’s Select Medical SEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,225
Closed -$157K 2731
2025
Q3
$157K Sell
12,225
-100,296
-89% -$1.34M ﹤0.01% 2006
2025
Q2
$1.71M Buy
112,521
+18,370
+20% +$287K 0.01% 836
2025
Q1
$1.57M Buy
94,151
+69,345
+280% +$1.28M 0.01% 793
2024
Q4
$468K Sell
24,806
-14,523
-37% -$280K ﹤0.01% 1305
2024
Q3
$718K Buy
39,329
+728
+2% +$13.9K 0.01% 1052
2024
Q2
$729K Buy
38,601
+982
+3% +$16.8K 0.01% 967
2024
Q1
$611K Buy
37,619
+4,293
+13% +$62.8K 0.01% 1007
2023
Q4
$422K Sell
33,326
-819
-2% -$10.3K 0.01% 1076
2023
Q3
$465K Buy
34,145
+3,595
+12% +$55.5K 0.01% 958
2023
Q2
$524K Sell
30,550
-1,206
-4% -$18.7K 0.01% 867
2023
Q1
$442K Sell
31,756
-60
-0.2% -$883 0.01% 905
2022
Q4
$426K Sell
31,816
-11,637
-27% -$150K 0.01% 843
2022
Q3
$517K Buy
43,453
+639
+1% +$9.08K 0.01% 722
2022
Q2
$545K Sell
42,814
-13,508
-24% -$173K 0.01% 668
2022
Q1
$728K Sell
56,322
-21,016
-27% -$278K 0.01% 619
2021
Q4
$1.23M Sell
77,338
-17,002
-18% -$290K 0.02% 455
2021
Q3
$1.84M Buy
94,340
+11,325
+14% +$225K 0.04% 328
2021
Q2
$1.89M Buy
83,015
+19,252
+30% +$399K 0.04% 332
2021
Q1
$1.17M Sell
63,763
-4,775
-7% -$78.3K 0.03% 372
2020
Q4
$1.02M Buy
68,538
+25,737
+60% +$336K 0.03% 353
2020
Q3
$481K Buy
42,801
+1,923
+5% +$18.9K 0.01% 455
2020
Q2
$325K Buy
40,878
+23,213
+131% +$192K 0.01% 508
2020
Q1
$143K Buy
17,665
+5,920
+50% +$70.3K 0.01% 550
2019
Q4
$147K Buy
+11,745
New +$127K ﹤0.01% 693
2016
Q1
Sell
-3,346
Closed -$21K 1014
2015
Q4
$21K Sell
3,346
-5,450
-62% -$34.1K ﹤0.01% 665
2015
Q3
$51K Sell
8,796
-5,232
-37% -$38.8K ﹤0.01% 591
2015
Q2
$122K Sell
14,028
-130,348
-90% -$1.09M ﹤0.01% 571
2015
Q1
$1.15M Sell
144,376
-19,084
-12% -$143K 0.02% 285
2014
Q4
$1.26M Sell
163,460
-9,348
-5% -$68.2K 0.02% 291
2014
Q3
$1.12M Buy
172,808
+39,130
+29% +$302K 0.02% 321
2014
Q2
$1.12M Buy
133,678
+131,287
+5,491% +$1.02M 0.02% 312
2014
Q1
$16K Sell
2,391
-84,945
-97% -$515K ﹤0.01% 718
2013
Q4
$546K Sell
87,336
-34,234
-28% -$167K 0.01% 404
2013
Q3
$529K Sell
121,570
-60,635
-33% -$277K 0.01% 398
2013
Q2
$805K Buy
+182,205
New +$807K 0.02% 343

Other funds holding SEM

O'Shaughnessy Asset Management's SEM Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Select Medical (SEM) in Q4 2025, closing a stake of 12,225 shares — an estimated $157K sold.

O'Shaughnessy Asset Management first reported a position in SEM in Q2 2013 and held it in 35 quarters. The position peaked at $1.89M in Q2 2021. 268 funds tracked by Wall St. Rank hold SEM as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Select Medical position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 12,225 Select Medical shares in Q4 2025, an estimated $157K.
  • O'Shaughnessy Asset Management first reported a position in Select Medical in Q2 2013 and held it in 35 quarters.
  • O'Shaughnessy Asset Management's Select Medical position peaked at $1.89M in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Select Medical as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.