Greenleaf Trust’s Veradigm Inc. Common Stock MDRX Stock Holding History

Greenleaf Trust’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	-13,828	Closed	-$145K	–	797
2023 Q4	$145K	Buy	13,828 +79	+0.6%	+$968	﹤0.01%	732
2023 Q3	$181K	Sell	13,749 -23	-0.2%	-$302	﹤0.01%	721
2023 Q2	$174K	Buy	13,772 +491	+4%	+$5.96K	﹤0.01%	735
2023 Q1	$173K	Hold	13,281	–	–	﹤0.01%	743
2022 Q4	$234K	Sell	13,281 -11	-0.1%	-$184	﹤0.01%	665
2022 Q3	$202K	Sell	13,292 -360	-3%	-$5.82K	﹤0.01%	669
2022 Q2	$202K	Buy	13,652 +371	+3%	+$6.94K	﹤0.01%	672
2022 Q1	$299K	Hold	13,281	–	–	﹤0.01%	596
2021 Q4	$245K	Hold	13,281	–	–	﹤0.01%	666
2021 Q3	$178K	Hold	13,281	–	–	﹤0.01%	706
2021 Q2	$246K	Hold	13,281	–	–	﹤0.01%	642
2021 Q1	$199K	Hold	13,281	–	–	﹤0.01%	695
2020 Q4	$192K	Hold	13,281	–	–	﹤0.01%	607
2020 Q3	$108K	Hold	13,281	–	–	﹤0.01%	549
2020 Q2	$90K	Sell	13,281 -488	-4%	-$3.16K	﹤0.01%	538
2020 Q1	$97K	Buy	+13,769	New	+$112K	﹤0.01%	463

Other funds holding MDRX

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

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

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Greenleaf Trust's MDRX Position: Q1 2024 in Review

Greenleaf Trust sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 13,828 shares — an estimated $145K sold.

Greenleaf Trust first reported a position in MDRX in Q1 2020 and held it in 16 quarters. The position peaked at $299K in Q1 2022. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

Greenleaf Trust reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Greenleaf Trust sold 13,828 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $145K.
Greenleaf Trust first reported a position in Veradigm Inc. Common Stock in Q1 2020 and held it in 16 quarters.
Greenleaf Trust's Veradigm Inc. Common Stock position peaked at $299K in Q1 2022.
35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on Greenleaf Trust's 13F filing for Q1 2024, filed 29 Apr 2024.