Cerity Partners
SMLR

Cerity Partners’s Semler Scientific SMLR Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-1,345,586
Closed -$31.7M – 2579
2024
Q3 		$31.7M Buy
1,345,586
+642,982
+92% +$18.5M 0.07% 236
2024
Q2 		$24.2M Buy
702,604
+815
+0.1% +$23.5K 0.06% 248
2024
Q1 		$20.5M Buy
701,789
+606
+0.1% +$25.3K 0.05% 290
2023
Q4 		$31.1M Buy
701,183
+630
+0.1% +$22.6K 0.1% 184
2023
Q3 		$17.8M Sell
700,553
-630
-0.1% -$16.4K 0.09% 209
2023
Q2 		$18.4M Hold
701,183
– – 0.07% 237
2023
Q1 		$18.8M Hold
701,183
– – 0.04% 241
2022
Q4 		$23.1M Buy
701,183
+92,040
+15% +$3.19M 0.15% 147
2022
Q3 		$22.9M Buy
+609,143
New +$23M 0.27% 73

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cerity Partners's SMLR Position: Q4 2024 in Review

Cerity Partners sold out of Semler Scientific (SMLR) in Q4 2024, closing a stake of 1,345,586 shares — an estimated $31.7M sold.

Cerity Partners first reported a position in SMLR in Q3 2022 and held it in 9 quarters. The position peaked at $31.7M in Q3 2024. 110 funds tracked by Wall St. Rank hold SMLR as of Q4 2024.

  • Cerity Partners reported no remaining Semler Scientific position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 1,345,586 Semler Scientific shares in Q4 2024, an estimated $31.7M.
  • Cerity Partners first reported a position in Semler Scientific in Q3 2022 and held it in 9 quarters.
  • Cerity Partners's Semler Scientific position peaked at $31.7M in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.