Tarbox Family Office’s Select Medical SEM Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-141	Closed	-$2K	–	826
2022 Q1	$2K	Hold	141	–	–	﹤0.01%	849
2021 Q4	$2K	Hold	141	–	–	﹤0.01%	923
2021 Q3	$3K	Hold	141	–	–	﹤0.01%	841
2021 Q2	$3K	Hold	141	–	–	﹤0.01%	848
2021 Q1	$3K	Hold	141	–	–	﹤0.01%	796
2020 Q4	$2K	Sell	141 -35	-20%	-$457	﹤0.01%	890
2020 Q3	$2K	Buy	176 +100	+132%	+$985	﹤0.01%	838
2020 Q2	$1K	Sell	76 -258	-77%	-$2.14K	﹤0.01%	1051
2020 Q1	$3K	Buy	334 +76	+29%	+$903	﹤0.01%	557
2019 Q4	$3K	Hold	258	–	–	﹤0.01%	700
2019 Q3	$2K	Buy	+258	New	+$2.25K	﹤0.01%	779

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's SEM Position: Q2 2022 in Review

Tarbox Family Office sold out of Select Medical (SEM) in Q2 2022, closing a stake of 141 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in SEM in Q3 2019 and held it in 11 quarters. The position peaked at $3K in Q3 2021. 217 funds tracked by Wall St. Rank hold SEM as of Q2 2022.

Tarbox Family Office reported no remaining Select Medical position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 141 Select Medical shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Select Medical in Q3 2019 and held it in 11 quarters.
Tarbox Family Office's Select Medical position peaked at $3K in Q3 2021.
217 funds tracked by Wall St. Rank held Select Medical as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.