SWA
SEM

Sutton Wealth Advisors’s Select Medical SEM Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-3,313
Closed -$44.3K – 1433
2022
Q4 		$44.3K Sell
3,313
-336
-9% -$4.34K 0.02% 423
2022
Q3 		$43.4K Buy
3,649
+336
+10% +$4.77K 0.02% 408
2022
Q2 		$42.2K Buy
3,313
+9
+0.3% +$116 0.02% 423
2022
Q1 		$42.7K Buy
3,304
+130
+4% +$1.72K 0.01% 451
2021
Q4 		$50.3K Buy
3,174
+50
+2% +$853 0.02% 412
2021
Q3 		$60.9K Hold
3,124
– – 0.02% 352
2021
Q2 		$71.1K Hold
3,124
– – 0.03% 312
2021
Q1 		$57.4K Hold
3,124
– – 0.02% 359
2020
Q4 		$46.6K Hold
3,124
– – 0.02% 373
2020
Q3 		$35K Hold
3,124
– – 0.02% 387
2020
Q2 		$24.8K Sell
3,124
-1,011
-24% -$8.38K 0.01% 472
2020
Q1 		$33.4K Buy
4,135
+1,011
+32% +$12K 0.02% 348
2019
Q4 		$39.3K Hold
3,124
– – 0.02% 378
2019
Q3 		$27.9K Hold
3,124
– – 0.02% 472
2019
Q2 		$26.7K Buy
3,124
+973
+45% +$7.69K 0.02% 486
2019
Q1 		$16.3K Sell
2,151
-1,409
-40% -$11.3K 0.01% 647
2018
Q4 		$29.4K Buy
3,560
+941
+36% +$9K 0.02% 403
2018
Q3 		$26K Hold
2,619
– – 0.02% 496
2018
Q2 		$25.6K Hold
2,619
– – 0.02% 511
2018
Q1 		$24.3K Hold
2,619
– – 0.02% 494
2017
Q4 		$24.9K Hold
2,619
– – 0.02% 478
2017
Q3 		$27.1K Buy
2,619
+468
+22% +$4.32K 0.02% 441
2017
Q2 		$17.8K Buy
2,151
+98
+5% +$735 0.01% 578
2017
Q1 		$14.8K Hold
2,053
– – 0.01% 610
2016
Q4 		$14.7K Hold
2,053
– – 0.01% 588
2016
Q3 		$14.9K Buy
2,053
+1,342
+189% +$8.53K 0.01% 546
2016
Q2 		$4.16K Sell
711
-1,152
-62% -$7.63K ﹤0.01% 822
2016
Q1 		$11.9K Buy
+1,863
New +$9.99K 0.01% 563

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 $5.72T AUM 30.48% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sutton Wealth Advisors's SEM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Select Medical (SEM) in Q1 2023, closing a stake of 3,313 shares — an estimated $44.3K sold.

Sutton Wealth Advisors first reported a position in SEM in Q1 2016 and held it in 28 quarters. The position peaked at $71.1K in Q2 2021. 215 funds tracked by Wall St. Rank hold SEM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Select Medical position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,313 Select Medical shares in Q1 2023, an estimated $44.3K.
  • Sutton Wealth Advisors first reported a position in Select Medical in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Select Medical position peaked at $71.1K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Select Medical as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.