AP
CERN

Appleton Partners’s Cerner Corp CERN Stock Holding History

Appleton Partners’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
2017
Q1 		– Sell
-42,835
Closed -$2.03M – 239
2016
Q4 		$2.03M Sell
42,835
-15,312
-26% -$813K 0.41% 67
2016
Q3 		$3.59M Sell
58,147
-134
-0.2% -$8.46K 0.68% 49
2016
Q2 		$3.42M Sell
58,281
-3,281
-5% -$183K 0.7% 49
2016
Q1 		$3.26M Hold
61,562
– – 0.64% 55
2015
Q4 		$3.7M Buy
61,562
+1,175
+2% +$72.3K 0.73% 49
2015
Q3 		$3.62M Sell
60,387
-825
-1% -$53.9K 0.82% 43
2015
Q2 		$4.23M Sell
61,212
-1,970
-3% -$138K 0.95% 37
2015
Q1 		$4.63M Sell
63,182
-4,250
-6% -$294K 1.04% 36
2014
Q4 		$4.36M Sell
67,432
-864
-1% -$53.8K 1% 41
2014
Q3 		$4.07M Sell
68,296
-104,033
-60% -$5.85M 0.95% 43
2014
Q2 		$8.89M Sell
172,329
-9,867
-5% -$519K 2.08% 6
2014
Q1 		$10.2M Sell
182,196
-13,198
-7% -$762K 2.43% 5
2013
Q4 		$10.9M Sell
195,394
-5,508
-3% -$309K 2.61% 3
2013
Q3 		$10.6M Sell
200,902
-1,620
-0.8% -$78.9K 2.83% 3
2013
Q2 		$9.73M Buy
+202,522
New +$9.68M 2.81% 5

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Appleton Partners's CERN Position: Q1 2017 in Review

Appleton Partners sold out of Cerner Corp (CERN) in Q1 2017, closing a stake of 42,835 shares — an estimated $2.03M sold.

Appleton Partners first reported a position in CERN in Q2 2013 and held it in 15 quarters. The position peaked at $10.9M in Q4 2013. 667 funds tracked by Wall St. Rank hold CERN as of Q1 2017.

  • Appleton Partners reported no remaining Cerner Corp position as of Q1 2017 after selling out during the quarter.
  • Appleton Partners sold 42,835 Cerner Corp shares in Q1 2017, an estimated $2.03M.
  • Appleton Partners first reported a position in Cerner Corp in Q2 2013 and held it in 15 quarters.
  • Appleton Partners's Cerner Corp position peaked at $10.9M in Q4 2013.
  • 667 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2017.

Based on Appleton Partners's 13F filing for Q1 2017, filed 1 May 2017.