WPW
SEM

Waldron Private Wealth’s Select Medical SEM Stock Holding History

Waldron Private Wealth’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
-1,160
Closed -$21.8K – 445
2024
Q3 		$21.8K Buy
+1,160
New +$22.2K ﹤0.01% 466

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $187B AUM 18.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Waldron Private Wealth's SEM Position: Q4 2024 in Review

Waldron Private Wealth sold out of Select Medical (SEM) in Q4 2024, closing a stake of 1,160 shares — an estimated $21.8K sold.

Waldron Private Wealth first reported a position in SEM in Q3 2024 and held it in 1 quarter. The position peaked at $21.8K in Q3 2024. 271 funds tracked by Wall St. Rank hold SEM as of Q4 2024.

  • Waldron Private Wealth reported no remaining Select Medical position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,160 Select Medical shares in Q4 2024, an estimated $21.8K.
  • Waldron Private Wealth first reported a position in Select Medical in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Select Medical position peaked at $21.8K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Select Medical as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.