WQ
SEM

Wealth Quarterback’s Select Medical SEM Stock Holding History

Wealth Quarterback’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
2021
Q3 		$24K Buy
1,212
+6
+0.5% +$119 0.02% 335
2021
Q2 		$28K Buy
+1,206
New +$25K 0.02% 305
2020
Q2 		– Sell
-1,203
Closed -$9.72K – 641
2020
Q1 		$9.72K Hold
1,203
– – 0.01% 477
2019
Q4 		$15.1K Buy
+1,203
New +$13K 0.01% 421

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealth Quarterback's SEM Position: Q3 2021 in Review

Wealth Quarterback increased its Select Medical (SEM) stake by 0.5% in Q3 2021, buying an estimated $119 and bringing the position to 1,212 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #335.

Wealth Quarterback first reported a position in SEM in Q4 2019 and has held it in 4 quarters since. The position peaked at $28K in Q2 2021. 252 funds tracked by Wall St. Rank hold SEM as of Q3 2021.

  • Wealth Quarterback held 1,212 shares of Select Medical worth $24K as of Q3 2021.
  • Wealth Quarterback bought 6 Select Medical shares in Q3 2021, an estimated $119.
  • Select Medical made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #335 holding.
  • Wealth Quarterback first reported a position in Select Medical in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Select Medical position peaked at $28K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Select Medical as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.