Edgestream Partners’s Veradigm Inc. Common Stock MDRX Stock Holding History

Edgestream Partners’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 Q2	–	Sell	-61,733	Closed	-$806K	–	949
2023 Q1	$806K	Buy	61,733 +18,186	+42%	+$294K	0.09%	333
2022 Q4	$768K	Buy	+43,547	New	+$730K	0.09%	295
2022 Q2	–	Sell	-26,675	Closed	-$601K	–	656
2022 Q1	$601K	Buy	+26,675	New	+$540K	0.05%	398
2021 Q4	–	Sell	-155,301	Closed	-$2.08M	–	604
2021 Q3	$2.08M	Buy	155,301 +127,388	+456%	+$2.06M	0.13%	234
2021 Q2	$517K	Sell	27,913 -72,851	-72%	-$1.23M	0.03%	351
2021 Q1	$1.51M	Buy	100,764 +23,932	+31%	+$383K	0.08%	266
2020 Q4	$1.11M	Buy	+76,832	New	+$930K	0.06%	284
2020 Q2	–	Sell	-84,018	Closed	-$591K	–	341
2020 Q1	$591K	Buy	+84,018	New	+$682K	0.05%	233
2019 Q1	–	Sell	-171,482	Closed	-$1.65M	–	307
2018 Q4	$1.65M	Buy	+171,482	New	+$1.91M	0.29%	108

Other funds holding MDRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Edgestream Partners's MDRX Position: Q2 2023 in Review

Edgestream Partners sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2023, closing a stake of 61,733 shares — an estimated $806K sold.

Edgestream Partners first reported a position in MDRX in Q4 2018 and held it in 9 quarters. The position peaked at $2.08M in Q3 2021. 229 funds tracked by Wall St. Rank hold MDRX as of Q2 2023.

Edgestream Partners reported no remaining Veradigm Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Edgestream Partners sold 61,733 Veradigm Inc. Common Stock shares in Q2 2023, an estimated $806K.
Edgestream Partners first reported a position in Veradigm Inc. Common Stock in Q4 2018 and held it in 9 quarters.
Edgestream Partners's Veradigm Inc. Common Stock position peaked at $2.08M in Q3 2021.
229 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.