Creative Planning
MDRX

Creative Planning’s Veradigm Inc. Common Stock MDRX Stock Holding History

Creative Planning’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
2024
Q1 		– Sell
-475,100
Closed -$4.98M – 3035
2023
Q4 		$4.98M Buy
475,100
+724
+0.2% +$8.88K 0.01% 567
2023
Q3 		$6.23M Buy
474,376
+458,287
+2,848% +$6.01M 0.01% 465
2023
Q2 		$203K Buy
16,089
+5,622
+54% +$68.3K ﹤0.01% 2210
2023
Q1 		$137K Buy
+10,467
New +$169K ﹤0.01% 2205
2022
Q4 		– Sell
-1,286,015
Closed -$19.6M – 2636
2022
Q3 		$19.6M Buy
1,286,015
+1,166,330
+974% +$18.9M 0.03% 193
2022
Q2 		$1.77M Buy
119,685
+39
+0% +$729 ﹤0.01% 760
2022
Q1 		$2.69M Buy
119,646
+260
+0.2% +$5.27K ﹤0.01% 627
2021
Q4 		$2.2M Sell
119,386
-442
-0.4% -$7.02K ﹤0.01% 659
2021
Q3 		$1.6M Sell
119,828
-110
-0.1% -$1.78K ﹤0.01% 753
2021
Q2 		$2.22M Hold
119,938
– – ﹤0.01% 636
2021
Q1 		$1.8M Sell
119,938
-7,486
-6% -$120K ﹤0.01% 774
2020
Q4 		$1.84M Hold
127,424
– – ﹤0.01% 707
2020
Q3 		$1.04M Hold
127,424
– – ﹤0.01% 788
2020
Q2 		$863K Hold
127,424
– – ﹤0.01% 795
2020
Q1 		$897K Buy
+127,424
New +$1.03M ﹤0.01% 694
2019
Q4 		– Sell
-23,103
Closed -$254K – 2133
2019
Q3 		$254K Hold
23,103
– – ﹤0.01% 1469
2019
Q2 		$269K Buy
23,103
+2,460
+12% +$25K ﹤0.01% 1435
2019
Q1 		$197K Sell
20,643
-17,150
-45% -$189K ﹤0.01% 1592
2018
Q4 		$364K Buy
37,793
+1,500
+4% +$16.7K ﹤0.01% 1123
2018
Q3 		$517K Buy
36,293
+12,650
+54% +$172K ﹤0.01% 1058
2018
Q2 		$284K Sell
23,643
-6,506
-22% -$80.2K ﹤0.01% 1407
2018
Q1 		$372K Buy
+30,149
New +$428K ﹤0.01% 1234
2017
Q3 		– Sell
-1,702
Closed -$22K – 3890
2017
Q2 		$22K Buy
1,702
+24
+1% +$291 ﹤0.01% 3134
2017
Q1 		$21K Sell
1,678
-9,829
-85% -$117K ﹤0.01% 3109
2016
Q4 		$117K Buy
11,507
+8,451
+277% +$96.4K ﹤0.01% 1762
2016
Q3 		$40K Buy
3,056
+954
+45% +$12.8K ﹤0.01% 2544
2016
Q2 		$27K Hold
2,102
– – ﹤0.01% 2587
2016
Q1 		$28K Buy
2,102
+500
+31% +$6.56K ﹤0.01% 2524
2015
Q4 		$25K Sell
1,602
-35
-2% -$502 ﹤0.01% 2684
2015
Q3 		$20K Buy
+1,637
New +$22.5K ﹤0.01% 2736
2015
Q2 		– Sell
-1,500
Closed -$18K – 3193
2015
Q1 		$18K Sell
1,500
-100
-6% -$1.22K ﹤0.01% 2810
2014
Q4 		$20K Sell
1,600
-200
-11% -$2.55K ﹤0.01% 2664
2014
Q3 		$24K Sell
1,800
-3,611
-67% -$54.7K ﹤0.01% 2430
2014
Q2 		$87K Buy
5,411
+11
+0.2% +$172 ﹤0.01% 1532
2014
Q1 		$97K Buy
5,400
+3,400
+170% +$58.8K ﹤0.01% 1420
2013
Q4 		$31K Buy
2,000
+200
+11% +$2.95K ﹤0.01% 1939
2013
Q3 		$27K Hold
1,800
– – ﹤0.01% 1926
2013
Q2 		$23K Buy
+1,800
New +$24.1K ﹤0.01% 1851

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's MDRX Position: Q1 2024 in Review

Creative Planning sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 475,100 shares — an estimated $4.98M sold.

Creative Planning first reported a position in MDRX in Q2 2013 and held it in 38 quarters. The position peaked at $19.6M in Q3 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • Creative Planning reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 475,100 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $4.98M.
  • Creative Planning first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 38 quarters.
  • Creative Planning's Veradigm Inc. Common Stock position peaked at $19.6M in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.