Private Trust Company’s Select Medical SEM Stock Holding History

Private 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 Q3	–	Sell	-94	Closed	-$1.43K	–	2654
2025 Q2	$1.43K	Buy	94 +43	+84%	+$671	﹤0.01%	2325
2025 Q1	$852	Sell	51 -70	-58%	-$1.29K	﹤0.01%	2380
2024 Q4	$2.28K	Sell	121 -104	-46%	-$2K	﹤0.01%	2153
2024 Q3	$4.22K	Sell	225 -68	-23%	-$1.3K	﹤0.01%	2002
2024 Q2	$5.54K	Sell	293 -41	-12%	-$699	﹤0.01%	1890
2024 Q1	$5.43K	Buy	334 +310	+1,292%	+$4.54K	﹤0.01%	1892
2023 Q4	$306	Hold	24	–	–	﹤0.01%	2255
2023 Q3	$329	Hold	24	–	–	﹤0.01%	2256
2023 Q2	$414	Buy	24 +7	+41%	+$108	﹤0.01%	2226
2023 Q1	$233	Hold	17	–	–	﹤0.01%	2229
2022 Q4	$0	Hold	17	–	–	﹤0.01%	2263
2022 Q3	$0	Hold	17	–	–	﹤0.01%	2177
2022 Q2	$0	Buy	+17	New	+$218	﹤0.01%	2137
2014 Q4	–	Sell	-126	Closed	-$1K	–	1028
2014 Q3	$1K	Hold	126	–	–	﹤0.01%	1779
2014 Q2	$1K	Sell	126 -15	-11%	-$116	﹤0.01%	1801
2014 Q1	$1K	Hold	141	–	–	﹤0.01%	1672
2013 Q4	$1K	Hold	141	–	–	﹤0.01%	1662
2013 Q3	$1K	Hold	141	–	–	﹤0.01%	1606
2013 Q2	$1K	Buy	+141	New	+$625	﹤0.01%	1557

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Trust Company's SEM Position: Q3 2025 in Review

Private Trust Company sold out of Select Medical (SEM) in Q3 2025, closing a stake of 94 shares — an estimated $1.43K sold.

Private Trust Company first reported a position in SEM in Q2 2013 and held it in 19 quarters. The position peaked at $5.54K in Q2 2024. 268 funds tracked by Wall St. Rank hold SEM as of Q3 2025.

Private Trust Company reported no remaining Select Medical position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 94 Select Medical shares in Q3 2025, an estimated $1.43K.
Private Trust Company first reported a position in Select Medical in Q2 2013 and held it in 19 quarters.
Private Trust Company's Select Medical position peaked at $5.54K in Q2 2024.
268 funds tracked by Wall St. Rank held Select Medical as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.