HF
MDRX

Halpern Financial’s Veradigm Inc. Common Stock MDRX Stock Holding History

Halpern Financial’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
2020
Q4 		– Sell
-35
Closed -$285 – 217
2020
Q3 		$285 Buy
+35
New +$286 ﹤0.01% 197

Other funds holding MDRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Halpern Financial's MDRX Position: Q4 2020 in Review

Halpern Financial sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2020, closing a stake of 35 shares — an estimated $285 sold.

Halpern Financial first reported a position in MDRX in Q3 2020 and held it in 1 quarter. The position peaked at $285 in Q3 2020. 217 funds tracked by Wall St. Rank hold MDRX as of Q4 2020.

  • Halpern Financial reported no remaining Veradigm Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Halpern Financial sold 35 Veradigm Inc. Common Stock shares in Q4 2020, an estimated $285.
  • Halpern Financial first reported a position in Veradigm Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Halpern Financial's Veradigm Inc. Common Stock position peaked at $285 in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2020.

Based on Halpern Financial's 13F filing for Q4 2020, filed 21 Sep 2023.