LAI
SMLR

Legal Advantage Investments’s Semler Scientific SMLR Stock Holding History

Legal Advantage Investments’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
2024
Q2 		– Sell
-22,219
Closed -$649K – 105
2024
Q1 		$649K Hold
22,219
– – 0.36% 61
2023
Q4 		$984K Hold
22,219
– – 0.59% 47
2023
Q3 		$564K Hold
22,219
– – 0.4% 58
2023
Q2 		$583K Sell
22,219
-400
-2% -$10.5K 0.39% 61
2023
Q1 		$606K Buy
22,619
+3,500
+18% +$98K 0.45% 57
2022
Q4 		$631K Hold
19,119
– – 0.52% 53
2022
Q3 		$718K Hold
19,119
– – 0.67% 43
2022
Q2 		$539K Hold
19,119
– – 0.53% 49
2022
Q1 		$948K Buy
19,119
+2,500
+15% +$168K 0.71% 42
2021
Q4 		$1.52M Sell
16,619
-200
-1% -$22.4K 1.03% 32
2021
Q3 		$2.1M Buy
+16,819
New +$2.12M 1.41% 23

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legal Advantage Investments's SMLR Position: Q2 2024 in Review

Legal Advantage Investments sold out of Semler Scientific (SMLR) in Q2 2024, closing a stake of 22,219 shares — an estimated $649K sold.

Legal Advantage Investments first reported a position in SMLR in Q3 2021 and held it in 11 quarters. The position peaked at $2.1M in Q3 2021. 91 funds tracked by Wall St. Rank hold SMLR as of Q2 2024.

  • Legal Advantage Investments reported no remaining Semler Scientific position as of Q2 2024 after selling out during the quarter.
  • Legal Advantage Investments sold 22,219 Semler Scientific shares in Q2 2024, an estimated $649K.
  • Legal Advantage Investments first reported a position in Semler Scientific in Q3 2021 and held it in 11 quarters.
  • Legal Advantage Investments's Semler Scientific position peaked at $2.1M in Q3 2021.
  • 91 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2024.

Based on Legal Advantage Investments's 13F filing for Q2 2024, filed 11 Jul 2024.