Private Ocean’s Select Medical SEM Stock Holding History

Private Ocean’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
2022 Q3	–	Sell	-19	Closed	–	–	630
2022 Q2	$0	Hold	19	–	–	﹤0.01%	634
2022 Q1	$0	Buy	+19	New	+$251	﹤0.01%	695

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Private Ocean's SEM Position: Q3 2022 in Review

Private Ocean sold out of Select Medical (SEM) in Q3 2022, closing a stake of 19 shares.

Private Ocean first reported a position in SEM in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 216 funds tracked by Wall St. Rank hold SEM as of Q3 2022.

Private Ocean reported no remaining Select Medical position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 19 Select Medical shares in Q3 2022.
Private Ocean first reported a position in Select Medical in Q1 2022 and held it in 2 quarters.
Private Ocean's Select Medical position peaked at $0 in Q2 2022.
216 funds tracked by Wall St. Rank held Select Medical as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.