SummerHaven Investment Management’s Select Medical SEM Stock Holding History

SummerHaven Investment 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 Q3	–	Sell	-41,556	Closed	-$529K	–	257
2022 Q2	$529K	Hold	41,556	–	–	0.36%	158
2022 Q1	$537K	Buy	41,556 +1,867	+5%	+$24.7K	0.3%	181
2021 Q4	$629K	Hold	39,689	–	–	0.34%	187
2021 Q3	$773K	Sell	39,689 -16,173	-29%	-$321K	0.45%	152
2021 Q2	$1.27M	Buy	55,862 +1,396	+3%	+$29K	0.73%	21
2021 Q1	$1M	Hold	54,466	–	–	0.61%	43
2020 Q4	$812K	Buy	+54,466	New	+$711K	0.63%	31

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SummerHaven Investment Management's SEM Position: Q3 2022 in Review

SummerHaven Investment Management sold out of Select Medical (SEM) in Q3 2022, closing a stake of 41,556 shares — an estimated $529K sold.

SummerHaven Investment Management first reported a position in SEM in Q4 2020 and held it in 7 quarters. The position peaked at $1.27M in Q2 2021. 216 funds tracked by Wall St. Rank hold SEM as of Q3 2022.

SummerHaven Investment Management reported no remaining Select Medical position as of Q3 2022 after selling out during the quarter.
SummerHaven Investment Management sold 41,556 Select Medical shares in Q3 2022, an estimated $529K.
SummerHaven Investment Management first reported a position in Select Medical in Q4 2020 and held it in 7 quarters.
SummerHaven Investment Management's Select Medical position peaked at $1.27M in Q2 2021.
216 funds tracked by Wall St. Rank held Select Medical as of Q3 2022.

Based on SummerHaven Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.