CT
SMLR

Colonial Trust’s Semler Scientific SMLR Stock Holding History

Colonial Trust’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
2025
Q1 		– Sell
-62
Closed -$3.35K – 1307
2024
Q4 		$3.35K Sell
62
-45
-42% -$2.07K ﹤0.01% 1136
2024
Q3 		$2.52K Hold
107
– – ﹤0.01% 991
2024
Q2 		$3.68K Hold
107
– – ﹤0.01% 877
2024
Q1 		$3.13K Buy
107
+33
+45% +$1.38K ﹤0.01% 885
2023
Q4 		$3.28K Hold
74
– – ﹤0.01% 842
2023
Q3 		$1.88K Hold
74
– – ﹤0.01% 909
2023
Q2 		$1.94K Hold
74
– – ﹤0.01% 895
2023
Q1 		$1.98K Hold
74
– – ﹤0.01% 855
2022
Q4 		$2.44K Buy
+74
New +$2.57K ﹤0.01% 845

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
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
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
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Colonial Trust's SMLR Position: Q1 2025 in Review

Colonial Trust sold out of Semler Scientific (SMLR) in Q1 2025, closing a stake of 62 shares — an estimated $3.35K sold.

Colonial Trust first reported a position in SMLR in Q4 2022 and held it in 9 quarters. The position peaked at $3.68K in Q2 2024. 125 funds tracked by Wall St. Rank hold SMLR as of Q1 2025.

  • Colonial Trust reported no remaining Semler Scientific position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 62 Semler Scientific shares in Q1 2025, an estimated $3.35K.
  • Colonial Trust first reported a position in Semler Scientific in Q4 2022 and held it in 9 quarters.
  • Colonial Trust's Semler Scientific position peaked at $3.68K in Q2 2024.
  • 125 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.