Marshall Financial Group (Pennsylvania)’s Veradigm Inc. Common Stock MDRX Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio MDRX Stock Details MDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-12,849	Closed	-$141K	–	51
2019 Q3	$141K	Hold	12,849	–	–	0.11%	48
2019 Q2	$149K	Hold	12,849	–	–	0.11%	50
2019 Q1	$123K	Hold	12,849	–	–	0.1%	49
2018 Q4	$124K	Buy	+12,849	New	+$143K	0.12%	49

Other funds holding MDRX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s MDRX Position: Q4 2019 in Review

Marshall Financial Group (Pennsylvania) sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2019, closing a stake of 12,849 shares — an estimated $141K sold.

Marshall Financial Group (Pennsylvania) first reported a position in MDRX in Q4 2018 and held it in 4 quarters. The position peaked at $149K in Q2 2019. 235 funds tracked by Wall St. Rank hold MDRX as of Q4 2019.

Marshall Financial Group (Pennsylvania) reported no remaining Veradigm Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 12,849 Veradigm Inc. Common Stock shares in Q4 2019, an estimated $141K.
Marshall Financial Group (Pennsylvania) first reported a position in Veradigm Inc. Common Stock in Q4 2018 and held it in 4 quarters.
Marshall Financial Group (Pennsylvania)'s Veradigm Inc. Common Stock position peaked at $149K in Q2 2019.
235 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2019.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q4 2019, filed 5 Feb 2020.