WI
SEM

Wintrust Investments’s Select Medical SEM Stock Holding History

Wintrust Investments’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
2023
Q3 		– Sell
-34,020
Closed -$584K – 433
2023
Q2 		$584K Buy
+34,020
New +$527K 0.06% 250

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wintrust Investments's SEM Position: Q3 2023 in Review

Wintrust Investments sold out of Select Medical (SEM) in Q3 2023, closing a stake of 34,020 shares — an estimated $584K sold.

Wintrust Investments first reported a position in SEM in Q2 2023 and held it in 1 quarter. The position peaked at $584K in Q2 2023. 248 funds tracked by Wall St. Rank hold SEM as of Q3 2023.

  • Wintrust Investments reported no remaining Select Medical position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 34,020 Select Medical shares in Q3 2023, an estimated $584K.
  • Wintrust Investments first reported a position in Select Medical in Q2 2023 and held it in 1 quarter.
  • Wintrust Investments's Select Medical position peaked at $584K in Q2 2023.
  • 248 funds tracked by Wall St. Rank held Select Medical as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.