ZIM
SEM

Zacks Investment Management’s Select Medical SEM Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-18,263
Closed -$272K – 574
2020
Q4 		$272K Sell
18,263
-54,045
-75% -$705K 0.01% 472
2020
Q3 		$811K Sell
72,308
-91,491
-56% -$901K 0.02% 349
2020
Q2 		$1.3M Sell
163,799
-39,555
-19% -$328K 0.03% 265
2020
Q1 		$1.64M Buy
203,354
+21,952
+12% +$261K 0.04% 218
2019
Q4 		$2.28M Buy
+181,402
New +$1.95M 0.04% 241
2017
Q4 		– Sell
-65,550
Closed -$678K – 640
2017
Q3 		$678K Buy
+65,550
New +$605K 0.02% 434
2016
Q1 		– Sell
-66,571
Closed -$427K – 675
2015
Q4 		$427K Buy
66,571
+12,734
+24% +$79.6K 0.01% 440
2015
Q3 		$313K Buy
53,837
+1,932
+4% +$14.3K 0.01% 503
2015
Q2 		$453K Buy
+51,905
New +$436K 0.01% 454
2015
Q1 		– Sell
-112,145
Closed -$870K – 697
2014
Q4 		$870K Hold
112,145
– – 0.03% 295
2014
Q3 		$727K Hold
112,145
– – 0.03% 321
2014
Q2 		$943K Buy
+112,145
New +$869K 0.03% 276

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Zacks Investment Management's SEM Position: Q1 2021 in Review

Zacks Investment Management sold out of Select Medical (SEM) in Q1 2021, closing a stake of 18,263 shares — an estimated $272K sold.

Zacks Investment Management first reported a position in SEM in Q2 2014 and held it in 12 quarters. The position peaked at $2.28M in Q4 2019. 255 funds tracked by Wall St. Rank hold SEM as of Q1 2021.

  • Zacks Investment Management reported no remaining Select Medical position as of Q1 2021 after selling out during the quarter.
  • Zacks Investment Management sold 18,263 Select Medical shares in Q1 2021, an estimated $272K.
  • Zacks Investment Management first reported a position in Select Medical in Q2 2014 and held it in 12 quarters.
  • Zacks Investment Management's Select Medical position peaked at $2.28M in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Select Medical as of Q1 2021.

Based on Zacks Investment Management's 13F filing for Q1 2021, filed 17 May 2021.