ARS
SMLR

Adirondack Retirement Specialists’s Semler Scientific SMLR Stock Holding History

Adirondack Retirement Specialists’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-49,046
Closed -$1.84M – 139
2022
Q3 		$1.84M Sell
49,046
-862
-2% -$32.5K 1.78% 11
2022
Q2 		$1.39M Buy
49,908
+975
+2% +$34.9K 1.42% 12
2022
Q1 		$2.55M Buy
48,933
+18,226
+59% +$1.22M 2.28% 11
2021
Q4 		$2.81M Buy
+30,707
New +$3.44M 2.45% 10

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adirondack Retirement Specialists's SMLR Position: Q4 2022 in Review

Adirondack Retirement Specialists sold out of Semler Scientific (SMLR) in Q4 2022, closing a stake of 49,046 shares — an estimated $1.84M sold.

Adirondack Retirement Specialists first reported a position in SMLR in Q4 2021 and held it in 4 quarters. The position peaked at $2.81M in Q4 2021. 71 funds tracked by Wall St. Rank hold SMLR as of Q4 2022.

  • Adirondack Retirement Specialists reported no remaining Semler Scientific position as of Q4 2022 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 49,046 Semler Scientific shares in Q4 2022, an estimated $1.84M.
  • Adirondack Retirement Specialists first reported a position in Semler Scientific in Q4 2021 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Semler Scientific position peaked at $2.81M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2022.

Based on Adirondack Retirement Specialists's 13F filing for Q4 2022, filed 7 Feb 2023.