United Capital Financial Advisors’s Select Medical SEM Stock Holding History

United Capital Financial 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
2024 Q4	–	Sell	-18,055	Closed	-$339K	–	1097
2024 Q3	$339K	Sell	18,055 -21	-0.1%	-$402	﹤0.01%	833
2024 Q2	$341K	Sell	18,076 -170	-0.9%	-$2.9K	﹤0.01%	804
2024 Q1	$296K	Buy	18,246 +388	+2%	+$5.68K	﹤0.01%	880
2023 Q4	$226K	Buy	+17,858	New	+$225K	﹤0.01%	963
2015 Q2	–	Sell	-31,281	Closed	-$245K	–	1304
2015 Q1	$245K	Sell	31,281 -6,162	-16%	-$46K	﹤0.01%	1129
2014 Q4	$291K	Buy	37,443 +12,307	+49%	+$89.8K	﹤0.01%	978
2014 Q3	$163K	Buy	+25,136	New	+$194K	﹤0.01%	1060

Other funds holding SEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

United Capital Financial Advisors's SEM Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Select Medical (SEM) in Q4 2024, closing a stake of 18,055 shares — an estimated $339K sold.

United Capital Financial Advisors first reported a position in SEM in Q3 2014 and held it in 7 quarters. The position peaked at $341K in Q2 2024. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

United Capital Financial Advisors reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
United Capital Financial Advisors sold 18,055 Select Medical shares in Q4 2024, an estimated $339K.
United Capital Financial Advisors first reported a position in Select Medical in Q3 2014 and held it in 7 quarters.
United Capital Financial Advisors's Select Medical position peaked at $341K in Q2 2024.
271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.