GCA
SMLR

Greenwood Capital Associates’s Semler Scientific SMLR Stock Holding History

Greenwood Capital Associates’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,939
Closed -$537K – 261
2024
Q4 		$537K Sell
9,939
-10,039
-50% -$461K 0.07% 179
2024
Q3 		$470K Sell
19,978
-827
-4% -$23.8K 0.06% 186
2024
Q2 		$716K Sell
20,805
-1,078
-5% -$31.1K 0.09% 164
2024
Q1 		$639K Buy
21,883
+6,036
+38% +$252K 0.08% 174
2023
Q4 		$702K Sell
15,847
-853
-5% -$30.6K 0.09% 161
2023
Q3 		$424K Sell
16,700
-65
-0.4% -$1.69K 0.06% 198
2023
Q2 		$440K Sell
16,765
-150
-0.9% -$3.95K 0.06% 191
2023
Q1 		$453K Sell
16,915
-238
-1% -$6.67K 0.07% 192
2022
Q4 		$566K Buy
17,153
+1,846
+12% +$64K 0.09% 167
2022
Q3 		$575K Sell
15,307
-184
-1% -$6.95K 0.1% 165
2022
Q2 		$437K Buy
15,491
+5,498
+55% +$197K 0.07% 179
2022
Q1 		$495K Buy
+9,993
New +$670K 0.13% 117

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greenwood Capital Associates's SMLR Position: Q1 2025 in Review

Greenwood Capital Associates sold out of Semler Scientific (SMLR) in Q1 2025, closing a stake of 9,939 shares — an estimated $537K sold.

Greenwood Capital Associates first reported a position in SMLR in Q1 2022 and held it in 12 quarters. The position peaked at $716K in Q2 2024. 125 funds tracked by Wall St. Rank hold SMLR as of Q1 2025.

  • Greenwood Capital Associates reported no remaining Semler Scientific position as of Q1 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 9,939 Semler Scientific shares in Q1 2025, an estimated $537K.
  • Greenwood Capital Associates first reported a position in Semler Scientific in Q1 2022 and held it in 12 quarters.
  • Greenwood Capital Associates's Semler Scientific position peaked at $716K in Q2 2024.
  • 125 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2025.

Based on Greenwood Capital Associates's 13F filing for Q1 2025, filed 15 Apr 2025.