UFF
SEM

USA Financial Formulas’s Select Medical SEM Stock Holding History

USA Financial Formulas’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
-16,505
Closed -$133K – 318
2020
Q1 		$133K Buy
+16,505
New +$196K 0.08% 118
2017
Q1 		– Sell
-37,668
Closed -$269K – 324
2016
Q4 		$269K Buy
37,668
+11,541
+44% +$80.3K 0.07% 203
2016
Q3 		$190K Buy
+26,127
New +$166K 0.05% 213

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

USA Financial Formulas's SEM Position: Q2 2020 in Review

USA Financial Formulas sold out of Select Medical (SEM) in Q2 2020, closing a stake of 16,505 shares — an estimated $133K sold.

USA Financial Formulas first reported a position in SEM in Q3 2016 and held it in 3 quarters. The position peaked at $269K in Q4 2016. 204 funds tracked by Wall St. Rank hold SEM as of Q2 2020.

  • USA Financial Formulas reported no remaining Select Medical position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 16,505 Select Medical shares in Q2 2020, an estimated $133K.
  • USA Financial Formulas first reported a position in Select Medical in Q3 2016 and held it in 3 quarters.
  • USA Financial Formulas's Select Medical position peaked at $269K in Q4 2016.
  • 204 funds tracked by Wall St. Rank held Select Medical as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.