ACA
SMLR

Anchor Capital Advisors’s Semler Scientific SMLR Stock Holding History

Anchor Capital Advisors’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
2023
Q1 		– Sell
-36,350
Closed -$1.2M – 276
2022
Q4 		$1.2M Buy
36,350
+5,067
+16% +$176K 0.03% 156
2022
Q3 		$1.18M Sell
31,283
-3,444
-10% -$130K 0.03% 158
2022
Q2 		$979K Buy
34,727
+2,993
+9% +$107K 0.02% 177
2022
Q1 		$1.57M Buy
+31,734
New +$2.13M 0.03% 161

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Anchor Capital Advisors's SMLR Position: Q1 2023 in Review

Anchor Capital Advisors sold out of Semler Scientific (SMLR) in Q1 2023, closing a stake of 36,350 shares — an estimated $1.2M sold.

Anchor Capital Advisors first reported a position in SMLR in Q1 2022 and held it in 4 quarters. The position peaked at $1.57M in Q1 2022. 74 funds tracked by Wall St. Rank hold SMLR as of Q1 2023.

  • Anchor Capital Advisors reported no remaining Semler Scientific position as of Q1 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 36,350 Semler Scientific shares in Q1 2023, an estimated $1.2M.
  • Anchor Capital Advisors first reported a position in Semler Scientific in Q1 2022 and held it in 4 quarters.
  • Anchor Capital Advisors's Semler Scientific position peaked at $1.57M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2023.

Based on Anchor Capital Advisors's 13F filing for Q1 2023, filed 3 May 2023.