LSV Asset Management
SMLR

LSV Asset Management’s Semler Scientific SMLR Stock Holding History

LSV Asset Management’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
-252,887
Closed -$7.39M – 875
2024
Q1 		$7.39M Buy
252,887
+92,851
+58% +$3.88M 0.02% 479
2023
Q4 		$7.09M Buy
160,036
+15,490
+11% +$556K 0.02% 481
2023
Q3 		$3.67M Buy
144,546
+31,215
+28% +$812K 0.01% 552
2023
Q2 		$2.97M Buy
+113,331
New +$2.99M 0.01% 581

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $376B AUM 19.32% 1-Year Est. Return