Phocas Financial Corp’s Select Medical SEM Stock Holding History

Phocas Financial Corp’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 Q2	–	Sell	-189,350	Closed	-$3.16M	–	152
2025 Q1	$3.16M	Buy	189,350 +89,780	+90%	+$1.65M	0.48%	90
2024 Q4	$1.88M	Buy	+99,570	New	+$1.92M	0.25%	113
2022 Q4	–	Sell	-398,002	Closed	-$4.74M	–	332
2022 Q3	$4.74M	Sell	398,002 -62,715	-14%	-$891K	0.73%	59
2022 Q2	$5.86M	Buy	460,717 +32,946	+8%	+$423K	0.88%	43
2022 Q1	$5.53M	Sell	427,771 -6,643	-2%	-$87.7K	0.69%	66
2021 Q4	$6.88M	Buy	434,414 +52,535	+14%	+$897K	0.88%	47
2021 Q3	$7.44M	Buy	381,879 +2,791	+0.7%	+$55.4K	0.94%	35
2021 Q2	$8.63M	Sell	379,088 -17,287	-4%	-$359K	1.09%	21
2021 Q1	$7.28M	Buy	396,375 +104,647	+36%	+$1.72M	0.96%	34
2020 Q4	$4.35M	Buy	+291,728	New	+$3.81M	0.66%	69

Other funds holding SEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Phocas Financial Corp's SEM Position: Q2 2025 in Review

Phocas Financial Corp sold out of Select Medical (SEM) in Q2 2025, closing a stake of 189,350 shares — an estimated $3.16M sold.

Phocas Financial Corp first reported a position in SEM in Q4 2020 and held it in 10 quarters. The position peaked at $8.63M in Q2 2021. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

Phocas Financial Corp reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
Phocas Financial Corp sold 189,350 Select Medical shares in Q2 2025, an estimated $3.16M.
Phocas Financial Corp first reported a position in Select Medical in Q4 2020 and held it in 10 quarters.
Phocas Financial Corp's Select Medical position peaked at $8.63M in Q2 2021.
262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on Phocas Financial Corp's 13F filing for Q2 2025, filed 6 Aug 2025.