SFS
SEM

Sowell Financial Services’s Select Medical SEM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-388
Closed -$8K – 2326
2021
Q1 		$8K Hold
388
– – ﹤0.01% 2420
2020
Q4 		$6K Sell
388
-295
-43% -$3.85K ﹤0.01% 2226
2020
Q3 		$8K Hold
683
– – ﹤0.01% 1882
2020
Q2 		$5K Buy
683
+388
+132% +$3.21K ﹤0.01% 1913
2020
Q1 		$2K Hold
295
– – ﹤0.01% 2115
2019
Q4 		$4K Hold
295
– – ﹤0.01% 2005
2019
Q3 		$3K Buy
+295
New +$2.58K ﹤0.01% 1975

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's SEM Position: Q2 2021 in Review

Sowell Financial Services sold out of Select Medical (SEM) in Q2 2021, closing a stake of 388 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in SEM in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 264 funds tracked by Wall St. Rank hold SEM as of Q2 2021.

  • Sowell Financial Services reported no remaining Select Medical position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 388 Select Medical shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Select Medical in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Select Medical position peaked at $8K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Select Medical as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.