JIR
SMLR

James Investment Research’s Semler Scientific SMLR Stock Holding History

James Investment Research’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
2022
Q1 		– Sell
-8,550
Closed -$784K – 540
2021
Q4 		$784K Buy
8,550
+660
+8% +$74K 0.07% 172
2021
Q3 		$986K Sell
7,890
-2,057
-21% -$260K 0.09% 157
2021
Q2 		$1.11M Sell
9,947
-102
-1% -$11.4K 0.1% 152
2021
Q1 		$1.08M Buy
10,049
+3,939
+64% +$423K 0.1% 152
2020
Q4 		$574K Buy
6,110
+20
+0.3% +$1.88K 0.05% 194
2020
Q3 		$325K Hold
6,090
– – 0.03% 231
2020
Q2 		$280K Buy
6,090
+475
+8% +$21.8K 0.03% 230
2020
Q1 		$224K Buy
+5,615
New +$224K 0.02% 225

Other funds holding SMLR

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCA
Prospect Capital Advisors Sausalito, California $180M AUM 60.99% 1-Year Est. Return

James Investment Research's SMLR Position: Q1 2022 in Review

James Investment Research sold out of Semler Scientific (SMLR) in Q1 2022, closing a stake of 8,550 shares — an estimated $784K sold.

James Investment Research first reported a position in SMLR in Q1 2020 and held it in 8 quarters. The position peaked at $1.11M in Q2 2021. 75 funds tracked by Wall St. Rank hold SMLR as of Q1 2022.

  • James Investment Research reported no remaining Semler Scientific position as of Q1 2022 after selling out during the quarter.
  • James Investment Research sold 8,550 Semler Scientific shares in Q1 2022, an estimated $784K.
  • James Investment Research first reported a position in Semler Scientific in Q1 2020 and held it in 8 quarters.
  • James Investment Research's Semler Scientific position peaked at $1.11M in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.