C
SMLR

Covestor’s Semler Scientific SMLR Stock Holding History

Covestor’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
-322
Closed -$8K – 2691
2024
Q3 		$8K Buy
322
+273
+557% +$7.84K 0.01% 1671
2024
Q2 		$2K Buy
49
+38
+345% +$1.09K ﹤0.01% 1886
2024
Q1 		$0 Buy
+11
New +$459 ﹤0.01% 2689
2022
Q3 		– Sell
-8
Closed – – 2550
2022
Q2 		$0 Hold
8
– – ﹤0.01% 2331
2022
Q1 		$0 Buy
8
+3
+60% +$201 ﹤0.01% 2421
2021
Q4 		$0 Buy
+5
New +$560 ﹤0.01% 2289

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

Covestor's SMLR Position: Q4 2024 in Review

Covestor sold out of Semler Scientific (SMLR) in Q4 2024, closing a stake of 322 shares — an estimated $8K sold.

Covestor first reported a position in SMLR in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2024. 110 funds tracked by Wall St. Rank hold SMLR as of Q4 2024.

  • Covestor reported no remaining Semler Scientific position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 322 Semler Scientific shares in Q4 2024, an estimated $8K.
  • Covestor first reported a position in Semler Scientific in Q4 2021 and held it in 6 quarters.
  • Covestor's Semler Scientific position peaked at $8K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2024.

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