CSIC
CERN

Clifford Swan Investment Counsel’s Cerner Corp CERN Stock Holding History

Clifford Swan Investment Counsel’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
2022
Q2 		– Sell
-91,195
Closed -$8.53M – 325
2022
Q1 		$8.53M Sell
91,195
-73,985
-45% -$6.85M 0.32% 84
2021
Q4 		$15.3M Sell
165,180
-7,928
-5% -$603K 0.54% 52
2021
Q3 		$13.2M Sell
173,108
-685
-0.4% -$52.9K 0.48% 64
2021
Q2 		$13.9M Sell
173,793
-6,725
-4% -$517K 0.53% 56
2021
Q1 		$13M Buy
180,518
+8,002
+5% +$601K 0.53% 63
2020
Q4 		$13.5M Sell
172,516
-146
-0.1% -$10.8K 0.59% 51
2020
Q3 		$12.5M Buy
172,662
+415
+0.2% +$29.6K 0.6% 52
2020
Q2 		$11.8M Buy
172,247
+2,510
+1% +$172K 0.61% 51
2020
Q1 		$10.7M Buy
169,737
+5,405
+3% +$384K 0.65% 48
2019
Q4 		$12.1M Buy
164,332
+1,760
+1% +$122K 0.58% 54
2019
Q3 		$11.1M Sell
162,572
-1,175
-0.7% -$83.2K 0.58% 56
2019
Q2 		$12M Sell
163,747
-7,580
-4% -$511K 0.63% 51
2019
Q1 		$9.8M Buy
171,327
+31,966
+23% +$1.78M 0.53% 62
2018
Q4 		$7.31M Buy
139,361
+2,873
+2% +$167K 0.44% 71
2018
Q3 		$8.79M Sell
136,488
-4,695
-3% -$299K 0.46% 71
2018
Q2 		$8.44M Buy
141,183
+12,696
+10% +$751K 0.47% 72
2018
Q1 		$7.45M Buy
128,487
+8,850
+7% +$575K 0.42% 78
2017
Q4 		$8.06M Sell
119,637
-4,798
-4% -$332K 0.44% 77
2017
Q3 		$8.88M Sell
124,435
-471
-0.4% -$31.3K 0.54% 64
2017
Q2 		$8.3M Sell
124,906
-11,335
-8% -$724K 0.52% 64
2017
Q1 		$8.02M Buy
136,241
+45,509
+50% +$2.46M 0.51% 64
2016
Q4 		$4.3M Buy
90,732
+27,142
+43% +$1.44M 0.29% 89
2016
Q3 		$3.93M Buy
63,590
+8,161
+15% +$515K 0.27% 90
2016
Q2 		$3.25M Buy
55,429
+2,975
+6% +$166K 0.22% 96
2016
Q1 		$2.78M Buy
52,454
+22,269
+74% +$1.21M 0.19% 102
2015
Q4 		$1.82M Buy
30,185
+7,105
+31% +$437K 0.12% 119
2015
Q3 		$1.38M Buy
+23,080
New +$1.51M 0.1% 129

Other funds holding CERN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Clifford Swan Investment Counsel's CERN Position: Q2 2022 in Review

Clifford Swan Investment Counsel sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 91,195 shares — an estimated $8.53M sold.

Clifford Swan Investment Counsel first reported a position in CERN in Q3 2015 and held it in 27 quarters. The position peaked at $15.3M in Q4 2021. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.

  • Clifford Swan Investment Counsel reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 91,195 Cerner Corp shares in Q2 2022, an estimated $8.53M.
  • Clifford Swan Investment Counsel first reported a position in Cerner Corp in Q3 2015 and held it in 27 quarters.
  • Clifford Swan Investment Counsel's Cerner Corp position peaked at $15.3M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.