LW
CERN

Linscomb Wealth’s Cerner Corp CERN Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-3,350
Closed -$211K – 397
2020
Q1 		$211K Buy
3,350
+1
+0% +$71 0.02% 369
2019
Q4 		$246K Buy
+3,349
New +$232K 0.02% 384
2019
Q1 		– Sell
-6,034
Closed -$316K – 273
2018
Q4 		$316K Sell
6,034
-636
-10% -$36.9K 0.03% 212
2018
Q3 		$430K Buy
6,670
+59
+0.9% +$3.75K 0.04% 197
2018
Q2 		$395K Sell
6,611
-95
-1% -$5.62K 0.03% 196
2018
Q1 		$389K Buy
6,706
+228
+4% +$14.8K 0.03% 191
2017
Q4 		$437K Buy
6,478
+166
+3% +$11.5K 0.04% 190
2017
Q3 		$450K Sell
6,312
-100
-2% -$6.63K 0.04% 184
2017
Q2 		$426K Hold
6,412
– – 0.04% 181
2017
Q1 		$377K Buy
6,412
+76
+1% +$4.11K 0.03% 181
2016
Q4 		$300K Buy
6,336
+750
+13% +$39.8K 0.03% 208
2016
Q3 		$345K Buy
5,586
+181
+3% +$11.4K 0.03% 190
2016
Q2 		$317K Buy
5,405
+361
+7% +$20.1K 0.03% 200
2016
Q1 		$267K Buy
5,044
+535
+12% +$29.1K 0.03% 217
2015
Q4 		$271K Buy
4,509
+666
+17% +$41K 0.03% 217
2015
Q3 		$230K Buy
3,843
+241
+7% +$15.7K 0.03% 231
2015
Q2 		$249K Buy
+3,602
New +$252K 0.03% 237

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's CERN Position: Q2 2020 in Review

Linscomb Wealth sold out of Cerner Corp (CERN) in Q2 2020, closing a stake of 3,350 shares — an estimated $211K sold.

Linscomb Wealth first reported a position in CERN in Q2 2015 and held it in 17 quarters. The position peaked at $450K in Q3 2017. 752 funds tracked by Wall St. Rank hold CERN as of Q2 2020.

  • Linscomb Wealth reported no remaining Cerner Corp position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 3,350 Cerner Corp shares in Q2 2020, an estimated $211K.
  • Linscomb Wealth first reported a position in Cerner Corp in Q2 2015 and held it in 17 quarters.
  • Linscomb Wealth's Cerner Corp position peaked at $450K in Q3 2017.
  • 752 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.