VitalStone Financial’s Select Medical SEM Stock Holding History

VitalStone 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 Q1	–	Sell	-199	Closed	-$3K	–	594
2023 Q4	$3K	Buy	+199	New	+$2.51K	﹤0.01%	387

Other funds holding SEM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VitalStone Financial's SEM Position: Q1 2024 in Review

VitalStone Financial sold out of Select Medical (SEM) in Q1 2024, closing a stake of 199 shares — an estimated $3K sold.

VitalStone Financial first reported a position in SEM in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 250 funds tracked by Wall St. Rank hold SEM as of Q1 2024.

VitalStone Financial reported no remaining Select Medical position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 199 Select Medical shares in Q1 2024, an estimated $3K.
VitalStone Financial first reported a position in Select Medical in Q4 2023 and held it in 1 quarter.
VitalStone Financial's Select Medical position peaked at $3K in Q4 2023.
250 funds tracked by Wall St. Rank held Select Medical as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.