Truist Financial
SEM

Truist Financial’s Select Medical SEM Stock Holding History

Truist Financial’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
Q3 		– Sell
-22,862
Closed -$432K – 2702
2024
Q2 		$432K Buy
22,862
+109
+0.5% +$1.86K ﹤0.01% 2058
2024
Q1 		$370K Sell
22,753
-2,886
-11% -$42.3K ﹤0.01% 2176
2023
Q4 		$325K Buy
25,639
+2,387
+10% +$30.1K ﹤0.01% 2261
2023
Q3 		$317K Buy
+23,252
New +$359K ﹤0.01% 2203
2022
Q1 		– Sell
-35,453
Closed -$562K – 2827
2021
Q4 		$562K Buy
35,453
+57
+0.2% +$973 ﹤0.01% 1945
2021
Q3 		$690K Sell
35,396
-13,274
-27% -$263K ﹤0.01% 1827
2021
Q2 		$1.11M Sell
48,670
-835
-2% -$17.3K ﹤0.01% 1579
2021
Q1 		$909K Buy
49,505
+2,201
+5% +$36.1K ﹤0.01% 1647
2020
Q4 		$705K Sell
47,304
-159
-0.3% -$2.08K ﹤0.01% 1679
2020
Q3 		$533K Sell
47,463
-656
-1% -$6.46K ﹤0.01% 1700
2020
Q2 		$381K Sell
48,119
-143
-0.3% -$1.19K ﹤0.01% 1783
2020
Q1 		$390K Sell
48,262
-3,977
-8% -$47.3K ﹤0.01% 1699
2019
Q4 		$657K Buy
+52,239
New +$563K ﹤0.01% 1686

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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Truist Financial's SEM Position: Q3 2024 in Review

Truist Financial sold out of Select Medical (SEM) in Q3 2024, closing a stake of 22,862 shares — an estimated $432K sold.

Truist Financial first reported a position in SEM in Q4 2019 and held it in 13 quarters. The position peaked at $1.11M in Q2 2021. 286 funds tracked by Wall St. Rank hold SEM as of Q3 2024.

  • Truist Financial reported no remaining Select Medical position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 22,862 Select Medical shares in Q3 2024, an estimated $432K.
  • Truist Financial first reported a position in Select Medical in Q4 2019 and held it in 13 quarters.
  • Truist Financial's Select Medical position peaked at $1.11M in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Select Medical as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.