Shelton Capital Management’s Select Medical SEM Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-12,947	Closed	-$205K	–	864
2021 Q4	$205K	Hold	12,947	–	–	0.01%	792
2021 Q3	$252K	Hold	12,947	–	–	0.01%	644
2021 Q2	$295K	Sell	12,947 -427	-3%	-$8.86K	0.01%	571
2021 Q1	$246K	Buy	+13,374	New	+$219K	0.01%	651
2020 Q1	–	Sell	-18,007	Closed	-$226K	–	794
2019 Q4	$226K	Sell	18,007 -1,967	-10%	-$21.2K	0.01%	694
2019 Q3	$178K	Hold	19,974	–	–	0.01%	767
2019 Q2	$171K	Buy	19,974 +19,692	+6,983%	+$156K	0.01%	784
2019 Q1	$10.8K	Sell	282 -19,692	-99%	-$158K	0.04%	376
2018 Q4	$165K	Hold	19,974	–	–	0.01%	726
2018 Q3	$198K	Buy	19,974 +794	+4%	+$8.22K	0.01%	874
2018 Q2	$188K	Hold	19,180	–	–	0.01%	822
2018 Q1	$178K	Hold	19,180	–	–	0.01%	801
2017 Q4	$182K	Hold	19,180	–	–	0.01%	826
2017 Q3	$198K	Sell	19,180 -637	-3%	-$5.88K	0.01%	799
2017 Q2	$164K	Buy	19,817 +1,179	+6%	+$8.85K	0.01%	826
2017 Q1	$134K	Buy	+18,638	New	+$135K	0.01%	838

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shelton Capital Management's SEM Position: Q1 2022 in Review

Shelton Capital Management sold out of Select Medical (SEM) in Q1 2022, closing a stake of 12,947 shares — an estimated $205K sold.

Shelton Capital Management first reported a position in SEM in Q1 2017 and held it in 16 quarters. The position peaked at $295K in Q2 2021. 240 funds tracked by Wall St. Rank hold SEM as of Q1 2022.

Shelton Capital Management reported no remaining Select Medical position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 12,947 Select Medical shares in Q1 2022, an estimated $205K.
Shelton Capital Management first reported a position in Select Medical in Q1 2017 and held it in 16 quarters.
Shelton Capital Management's Select Medical position peaked at $295K in Q2 2021.
240 funds tracked by Wall St. Rank held Select Medical as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.