Advisory Research’s Cerner Corp CERN Stock Holding History

Advisory Research’s Portfolio CERN Stock Details CERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,388	Closed	-$301K	–	353
2020 Q2	$301K	Sell	4,388 -18	-0.4%	-$1.24K	0.03%	284
2020 Q1	$278K	Buy	+4,406	New	+$313K	0.02%	249
2017 Q4	–	Sell	-9,086	Closed	-$648K	–	449
2017 Q3	$648K	Sell	9,086 -8,230	-48%	-$546K	0.01%	343
2017 Q2	$1.15M	Buy	+17,316	New	+$1.11M	0.02%	299
2014 Q2	–	Sell	-1,130	Closed	-$64K	–	699
2014 Q1	$64K	Buy	+1,130	New	+$65.2K	﹤0.01%	736

Other funds holding CERN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's CERN Position: Q3 2020 in Review

Advisory Research sold out of Cerner Corp (CERN) in Q3 2020, closing a stake of 4,388 shares — an estimated $301K sold.

Advisory Research first reported a position in CERN in Q1 2014 and held it in 5 quarters. The position peaked at $1.15M in Q2 2017. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

Advisory Research reported no remaining Cerner Corp position as of Q3 2020 after selling out during the quarter.
Advisory Research sold 4,388 Cerner Corp shares in Q3 2020, an estimated $301K.
Advisory Research first reported a position in Cerner Corp in Q1 2014 and held it in 5 quarters.
Advisory Research's Cerner Corp position peaked at $1.15M in Q2 2017.
754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.