AIM
MDRX

Aspen Investment Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Aspen Investment Management’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,735
Closed -$295K – 147
2018
Q3 		$295K Hold
20,735
– – 0.2% 117
2018
Q2 		$249K Hold
20,735
– – 0.17% 126
2018
Q1 		$256K Hold
20,735
– – 0.18% 122
2017
Q4 		$302K Buy
20,735
+1,000
+5% +$13.9K 0.21% 118
2017
Q3 		$281K Hold
19,735
– – 0.21% 114
2017
Q2 		$252K Hold
19,735
– – 0.19% 114
2017
Q1 		$250K Hold
19,735
– – 0.19% 116
2016
Q4 		$201K Sell
19,735
-3,400
-15% -$38.8K 0.15% 126
2016
Q3 		$305K Buy
23,135
+400
+2% +$5.35K 0.24% 98
2016
Q2 		$289K Buy
22,735
+3,500
+18% +$46.4K 0.24% 95
2016
Q1 		$254K Buy
19,235
+1,200
+7% +$15.8K 0.23% 101
2015
Q4 		$277K Hold
18,035
– – 0.28% 95
2015
Q3 		$224K Sell
18,035
-700
-4% -$9.63K 0.22% 107
2015
Q2 		$256K Hold
18,735
– – 0.22% 107
2015
Q1 		$224K Sell
18,735
-400
-2% -$4.89K 0.18% 118
2014
Q4 		$244K Sell
19,135
-250
-1% -$3.19K 0.2% 107
2014
Q3 		$260K Sell
19,385
-19,800
-51% -$300K 0.22% 99
2014
Q2 		$629K Buy
39,185
+3,350
+9% +$52.2K 0.38% 77
2014
Q1 		$646K Buy
35,835
+500
+1% +$8.65K 0.41% 73
2013
Q4 		$546K Buy
+35,335
New +$521K 0.36% 81

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Aspen Investment Management's MDRX Position: Q4 2018 in Review

Aspen Investment Management sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2018, closing a stake of 20,735 shares — an estimated $295K sold.

Aspen Investment Management first reported a position in MDRX in Q4 2013 and held it in 20 quarters. The position peaked at $646K in Q1 2014. 222 funds tracked by Wall St. Rank hold MDRX as of Q4 2018.

  • Aspen Investment Management reported no remaining Veradigm Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Aspen Investment Management sold 20,735 Veradigm Inc. Common Stock shares in Q4 2018, an estimated $295K.
  • Aspen Investment Management first reported a position in Veradigm Inc. Common Stock in Q4 2013 and held it in 20 quarters.
  • Aspen Investment Management's Veradigm Inc. Common Stock position peaked at $646K in Q1 2014.
  • 222 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.