SPIA
SEM

Steward Partners Investment Advisory’s Select Medical SEM Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-486
Closed -$7.9K – 3704
2024
Q1 		$7.9K Buy
+486
New +$7.12K ﹤0.01% 2897
2021
Q4 		– Sell
-87
Closed -$2K – 3307
2021
Q3 		$2K Buy
+87
New +$1.73K ﹤0.01% 3009
2021
Q1 		– Sell
-11
Closed – – 3487
2020
Q4 		$0 Buy
+11
New +$144 ﹤0.01% 2977

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's SEM Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Select Medical (SEM) in Q2 2024, closing a stake of 486 shares — an estimated $7.9K sold.

Steward Partners Investment Advisory first reported a position in SEM in Q4 2020 and held it in 3 quarters. The position peaked at $7.9K in Q1 2024. 256 funds tracked by Wall St. Rank hold SEM as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Select Medical position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 486 Select Medical shares in Q2 2024, an estimated $7.9K.
  • Steward Partners Investment Advisory first reported a position in Select Medical in Q4 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Select Medical position peaked at $7.9K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Select Medical as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.