COCM
MDRX

Charter Oak Capital Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-112
Closed – – 952
2022
Q2 		$0 Hold
112
– – ﹤0.01% 1046
2022
Q1 		$0 Hold
112
– – ﹤0.01% 1056
2021
Q4 		$0 Hold
112
– – ﹤0.01% 950
2021
Q3 		$0 Hold
112
– – ﹤0.01% 902
2021
Q2 		$0 Hold
112
– – ﹤0.01% 897
2021
Q1 		$0 Hold
112
– – ﹤0.01% 863
2020
Q4 		$0 Buy
+112
New +$1.36K ﹤0.01% 765

Other funds holding MDRX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charter Oak Capital Management's MDRX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2022, closing a stake of 112 shares.

Charter Oak Capital Management first reported a position in MDRX in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 253 funds tracked by Wall St. Rank hold MDRX as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Veradigm Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 112 Veradigm Inc. Common Stock shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Veradigm Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Veradigm Inc. Common Stock position peaked at $0 in Q2 2022.
  • 253 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.