DI
MDRX

Disciplined Investments’s Veradigm Inc. Common Stock MDRX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-21
Closed -$265 – 1667
2023
Q2 		$265 Buy
+21
New +$255 ﹤0.01% 1430
2023
Q1 		– Sell
-20
Closed -$353 – 1711
2022
Q4 		$353 Buy
20
+2
+11% +$34 ﹤0.01% 1292
2022
Q3 		$0 Sell
18
-12
-40% -$194 ﹤0.01% 1698
2022
Q2 		$0 Hold
30
– – ﹤0.01% 1707
2022
Q1 		$1K Buy
+30
New +$608 ﹤0.01% 1279

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Disciplined Investments's MDRX Position: Q3 2023 in Review

Disciplined Investments sold out of Veradigm Inc. Common Stock (MDRX) in Q3 2023, closing a stake of 21 shares — an estimated $265 sold.

Disciplined Investments first reported a position in MDRX in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 216 funds tracked by Wall St. Rank hold MDRX as of Q3 2023.

  • Disciplined Investments reported no remaining Veradigm Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 Veradigm Inc. Common Stock shares in Q3 2023, an estimated $265.
  • Disciplined Investments first reported a position in Veradigm Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Veradigm Inc. Common Stock position peaked at $1K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.