Avalon Investment & Advisory’s Semler Scientific SMLR Stock Holding History

Avalon Investment & Advisory’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	$3.56M	Buy	132,922 +4,146	+3%	+$116K	0.1%	149
2022 Q4	$4.25M	Sell	128,776 -14,415	-10%	-$500K	0.12%	129
2022 Q3	$5.38M	Sell	143,191 -6,592	-4%	-$249K	0.17%	115
2022 Q2	$4.22M	Sell	149,783 -7,751	-5%	-$277K	0.12%	122
2022 Q1	$7.81M	Buy	157,534 +111,743	+244%	+$7.49M	0.19%	101
2021 Q4	$4.2M	Buy	45,791 +12,561	+38%	+$1.41M	0.1%	131
2021 Q3	$4.16M	Buy	+33,230	New	+$4.2M	0.1%	150

Other funds holding SMLR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avalon Investment & Advisory's SMLR Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Semler Scientific (SMLR) stake by 3.2% in Q1 2023, buying an estimated $116K and bringing the position to 132,922 shares worth $3.56M. The position accounts for 0.1% of the portfolio, ranked #149.

Avalon Investment & Advisory first reported a position in SMLR in Q3 2021 and has held it in 7 quarters since. The position peaked at $7.81M in Q1 2022. 74 funds tracked by Wall St. Rank hold SMLR as of Q1 2023.

Avalon Investment & Advisory held 132,922 shares of Semler Scientific worth $3.56M as of Q1 2023.
Avalon Investment & Advisory bought 4,146 Semler Scientific shares in Q1 2023, an estimated $116K.
Semler Scientific made up 0.1% of Avalon Investment & Advisory's portfolio in Q1 2023, its #149 holding.
Avalon Investment & Advisory first reported a position in Semler Scientific in Q3 2021 and has held it in 7 quarters since.
Avalon Investment & Advisory's Semler Scientific position peaked at $7.81M in Q1 2022.
74 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.