LSAG
CERN

Lake Street Advisors Group’s Cerner Corp CERN Stock Holding History

Lake Street Advisors Group’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
2021
Q3 		– Sell
-3,421
Closed -$272K – 440
2021
Q2 		$272K Buy
3,421
+59
+2% +$4.54K 0.02% 263
2021
Q1 		$242K Sell
3,362
-225
-6% -$16.9K 0.02% 271
2020
Q4 		$282K Sell
3,587
-1,212
-25% -$89.8K 0.02% 236
2020
Q3 		$347K Sell
4,799
-98
-2% -$6.98K 0.03% 183
2020
Q2 		$336K Buy
4,897
+44
+0.9% +$3.02K 0.03% 182
2020
Q1 		$306K Buy
4,853
+259
+6% +$18.4K 0.04% 170
2019
Q4 		$337K Buy
4,594
+126
+3% +$8.71K 0.03% 167
2019
Q3 		$301K Sell
4,468
-85
-2% -$6.02K 0.03% 149
2019
Q2 		$334K Buy
4,553
+169
+4% +$11.4K 0.04% 136
2019
Q1 		$251K Buy
4,384
+123
+3% +$6.85K 0.03% 175
2018
Q4 		$223K Sell
4,261
-23
-0.5% -$1.33K 0.03% 171
2018
Q3 		$276K Sell
4,284
-471
-10% -$30K 0.03% 150
2018
Q2 		$284K Buy
4,755
+114
+2% +$6.75K 0.03% 234
2018
Q1 		$269K Buy
4,641
+29
+0.6% +$1.88K 0.03% 225
2017
Q4 		$311K Buy
+4,612
New +$319K 0.04% 212

Other funds holding CERN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's CERN Position: Q3 2021 in Review

Lake Street Advisors Group sold out of Cerner Corp (CERN) in Q3 2021, closing a stake of 3,421 shares — an estimated $272K sold.

Lake Street Advisors Group first reported a position in CERN in Q4 2017 and held it in 15 quarters. The position peaked at $347K in Q3 2020. 767 funds tracked by Wall St. Rank hold CERN as of Q3 2021.

  • Lake Street Advisors Group reported no remaining Cerner Corp position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 3,421 Cerner Corp shares in Q3 2021, an estimated $272K.
  • Lake Street Advisors Group first reported a position in Cerner Corp in Q4 2017 and held it in 15 quarters.
  • Lake Street Advisors Group's Cerner Corp position peaked at $347K in Q3 2020.
  • 767 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.