IP
CERN

Intellectus Partners’s Cerner Corp CERN Stock Holding History

Intellectus Partners’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,766
Closed -$277K – 215
2019
Q4 		$277K Hold
3,766
– – 0.11% 174
2019
Q3 		$257K Hold
3,766
– – 0.11% 171
2019
Q2 		$277K Sell
3,766
-1,546
-29% -$104K 0.12% 168
2019
Q1 		$304K Hold
5,312
– – 0.13% 165
2018
Q4 		$279K Buy
5,312
+1,966
+59% +$114K 0.19% 105
2018
Q3 		$216K Hold
3,346
– – 0.08% 230
2018
Q2 		$200K Hold
3,346
– – 0.07% 222
2018
Q1 		$194K Sell
3,346
-257
-7% -$16.7K 0.07% 229
2017
Q4 		$243K Hold
3,603
– – 0.09% 203
2017
Q3 		$257K Sell
3,603
-590
-14% -$39.1K 0.11% 194
2017
Q2 		$279K Sell
4,193
-774
-16% -$49.5K 0.13% 166
2017
Q1 		$292K Sell
4,967
-322
-6% -$17.4K 0.15% 144
2016
Q4 		$251K Buy
+5,289
New +$281K 0.13% 153

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State Street
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Bank of New York Mellon
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return