Sippican Capital Advisors’s Select Medical SEM Stock Holding History

Sippican Capital Advisors’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	-10,644	Closed	-$178K	–	114
2025 Q1	$178K	Sell	10,644 -2,710	-20%	-$49.9K	0.13%	105
2024 Q4	$252K	Sell	13,354 -9,738	-42%	-$188K	0.18%	101
2024 Q3	$434K	Buy	23,092 +5,451	+31%	+$104K	0.3%	84
2024 Q2	$333K	Buy	17,641 +3,610	+26%	+$61.6K	0.26%	89
2024 Q1	$228K	Sell	14,031 -2,840	-17%	-$41.6K	0.18%	106
2023 Q4	$214K	Sell	16,871 -3,963	-19%	-$50K	0.17%	106
2023 Q3	$284K	Buy	20,834 +2,432	+13%	+$37.6K	0.26%	89
2023 Q2	$316K	Buy	18,402 +2,942	+19%	+$45.6K	0.29%	83
2023 Q1	$215K	Buy	+15,460	New	+$228K	0.21%	94

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

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

8KM

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Sippican Capital Advisors's SEM Position: Q2 2025 in Review

Sippican Capital Advisors sold out of Select Medical (SEM) in Q2 2025, closing a stake of 10,644 shares — an estimated $178K sold.

Sippican Capital Advisors first reported a position in SEM in Q1 2023 and held it in 9 quarters. The position peaked at $434K in Q3 2024. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

Sippican Capital Advisors reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
Sippican Capital Advisors sold 10,644 Select Medical shares in Q2 2025, an estimated $178K.
Sippican Capital Advisors first reported a position in Select Medical in Q1 2023 and held it in 9 quarters.
Sippican Capital Advisors's Select Medical position peaked at $434K in Q3 2024.
262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on Sippican Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.