TFA
SEM

Toth Financial Advisory’s Select Medical SEM Stock Holding History

Toth Financial 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
2020
Q2 		– Sell
-5,874
Closed -$47K – 594
2020
Q1 		$47K Sell
5,874
-53,054
-90% -$630K 0.01% 182
2019
Q4 		$741K Buy
58,928
+31,088
+112% +$335K 0.15% 100
2019
Q3 		$249K Buy
+27,840
New +$243K 0.05% 163

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's SEM Position: Q2 2020 in Review

Toth Financial Advisory sold out of Select Medical (SEM) in Q2 2020, closing a stake of 5,874 shares — an estimated $47K sold.

Toth Financial Advisory first reported a position in SEM in Q3 2019 and held it in 3 quarters. The position peaked at $741K in Q4 2019. 204 funds tracked by Wall St. Rank hold SEM as of Q2 2020.

  • Toth Financial Advisory reported no remaining Select Medical position as of Q2 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 5,874 Select Medical shares in Q2 2020, an estimated $47K.
  • Toth Financial Advisory first reported a position in Select Medical in Q3 2019 and held it in 3 quarters.
  • Toth Financial Advisory's Select Medical position peaked at $741K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Select Medical as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.