Envestnet Asset Management
MDRX

Envestnet Asset Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Envestnet Asset Management’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
-32,691
Closed -$69K – 4115
2023
Q1 		$69K Buy
32,691
+7,027
+27% +$114K ﹤0.01% 3831
2022
Q4 		$453K Buy
25,664
+6,495
+34% +$109K ﹤0.01% 3154
2022
Q3 		$292K Buy
19,169
+7,380
+63% +$119K ﹤0.01% 3365
2022
Q2 		$175K Sell
11,789
-1,526
-11% -$28.5K ﹤0.01% 3647
2022
Q1 		$300K Sell
13,315
-2,513
-16% -$50.9K ﹤0.01% 3451
2021
Q4 		$292K Buy
+15,828
New +$251K ﹤0.01% 3434
2020
Q3 		– Sell
-10,756
Closed -$73K – 3212
2020
Q2 		$73K Buy
+10,756
New +$69.7K ﹤0.01% 3008
2018
Q3 		– Sell
-34,754
Closed -$417K – 2753
2018
Q2 		$417K Sell
34,754
-177
-0.5% -$2.18K ﹤0.01% 1389
2018
Q1 		$431K Buy
34,931
+1,066
+3% +$15.1K ﹤0.01% 1268
2017
Q4 		$493K Sell
33,865
-834
-2% -$11.6K ﹤0.01% 1498
2017
Q3 		$494K Buy
34,699
+32,292
+1,342% +$418K ﹤0.01% 1475
2017
Q2 		$31K Buy
2,407
+128
+6% +$1.55K ﹤0.01% 2498
2017
Q1 		$29K Buy
2,279
+1,262
+124% +$15K ﹤0.01% 2593
2016
Q4 		$10K Sell
1,017
-757
-43% -$8.63K ﹤0.01% 2778
2016
Q3 		$23K Sell
1,774
-29
-2% -$388 ﹤0.01% 2795
2016
Q2 		$23K Sell
1,803
-121
-6% -$1.6K ﹤0.01% 2946
2016
Q1 		$25K Sell
1,924
-121
-6% -$1.59K ﹤0.01% 2930
2015
Q4 		$31K Sell
2,045
-341
-14% -$4.89K ﹤0.01% 2809
2015
Q3 		$30K Buy
+2,386
New +$32.8K ﹤0.01% 2833
2015
Q1 		– Sell
-13
Closed – – 2467
2014
Q4 		$0 Hold
13
– – ﹤0.01% 2749
2014
Q3 		$0 Hold
13
– – ﹤0.01% 2884
2014
Q2 		$0 Hold
13
– – ﹤0.01% 2831
2014
Q1 		$0 Hold
13
– – ﹤0.01% 2655
2013
Q4 		$0 Sell
13
-47
-78% -$693 ﹤0.01% 2575
2013
Q3 		$1K Sell
60
-26
-30% -$392 ﹤0.01% 2332
2013
Q2 		$1K Buy
+86
New +$1.15K ﹤0.01% 2263

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Envestnet Asset Management's MDRX Position: Q2 2023 in Review

Envestnet Asset Management sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2023, closing a stake of 32,691 shares — an estimated $69K sold.

Envestnet Asset Management first reported a position in MDRX in Q2 2013 and held it in 26 quarters. The position peaked at $494K in Q3 2017. 229 funds tracked by Wall St. Rank hold MDRX as of Q2 2023.

  • Envestnet Asset Management reported no remaining Veradigm Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 32,691 Veradigm Inc. Common Stock shares in Q2 2023, an estimated $69K.
  • Envestnet Asset Management first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 26 quarters.
  • Envestnet Asset Management's Veradigm Inc. Common Stock position peaked at $494K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.