Petrus Trust Company’s Select Medical SEM Stock Holding History

Petrus Trust Company’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	–	Sell	-22,741	Closed	-$429K	–	753
2024 Q4	$429K	Buy	+22,741	New	+$439K	0.04%	299
2024 Q3	–	Sell	-14,328	Closed	-$271K	–	725
2024 Q2	$271K	Sell	14,328 -21,716	-60%	-$370K	0.03%	471
2024 Q1	$586K	Sell	36,044 -30,727	-46%	-$450K	0.05%	145
2023 Q4	$845K	Buy	66,771 +16,687	+33%	+$211K	0.08%	71
2023 Q3	$682K	Buy	50,084 +37,560	+300%	+$580K	0.07%	91
2023 Q2	$215K	Sell	12,524 -8,826	-41%	-$137K	0.02%	508
2023 Q1	$297K	Buy	+21,350	New	+$314K	0.04%	304
2020 Q3	–	Sell	-53,822	Closed	-$427K	–	354
2020 Q2	$427K	Buy	53,822 +29,124	+118%	+$241K	0.05%	49
2020 Q1	$200K	Sell	24,698 -4,662	-16%	-$55.4K	0.03%	103
2019 Q4	$369K	Buy	29,360 +5,614	+24%	+$60.5K	0.06%	82
2019 Q3	$212K	Sell	23,746 -17,786	-43%	-$155K	0.04%	208
2019 Q2	$355K	Sell	41,532 -32,070	-44%	-$253K	0.06%	71
2019 Q1	$559K	Buy	73,602 +37,505	+104%	+$302K	0.11%	48
2018 Q4	$299K	Sell	36,097 -4,509	-11%	-$43.1K	0.07%	90
2018 Q3	$403K	Sell	40,606 -14,411	-26%	-$149K	0.09%	57
2018 Q2	$538K	Buy	55,017 +19,154	+53%	+$188K	0.11%	52
2018 Q1	$333K	Hold	35,863	–	–	0.08%	70
2017 Q4	$341K	Buy	35,863 +8,496	+31%	+$81.2K	0.08%	85
2017 Q3	$283K	Buy	+27,367	New	+$253K	0.07%	99
2016 Q4	–	Sell	-33,208	Closed	-$242K	–	225
2016 Q3	$242K	Buy	33,208 +11,263	+51%	+$71.6K	0.06%	113
2016 Q2	$129K	Sell	21,945 -10,138	-32%	-$67.2K	0.03%	156
2016 Q1	$204K	Buy	+32,083	New	+$172K	0.04%	144

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Petrus Trust Company's SEM Position: Q1 2025 in Review

Petrus Trust Company sold out of Select Medical (SEM) in Q1 2025, closing a stake of 22,741 shares — an estimated $429K sold.

Petrus Trust Company first reported a position in SEM in Q1 2016 and held it in 22 quarters. The position peaked at $845K in Q4 2023. 274 funds tracked by Wall St. Rank hold SEM as of Q1 2025.

Petrus Trust Company reported no remaining Select Medical position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 22,741 Select Medical shares in Q1 2025, an estimated $429K.
Petrus Trust Company first reported a position in Select Medical in Q1 2016 and held it in 22 quarters.
Petrus Trust Company's Select Medical position peaked at $845K in Q4 2023.
274 funds tracked by Wall St. Rank held Select Medical as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.