Nelson Capital Management’s Cerner Corp CERN Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-438	Closed	-$30K	–	304
2019 Q3	$30K	Hold	438	–	–	0.01%	185
2019 Q2	$32K	Hold	438	–	–	0.01%	172
2019 Q1	$25K	Buy	+438	New	+$24.4K	0.01%	177
2017 Q1	–	Sell	-400	Closed	-$19K	–	270
2016 Q4	$19K	Hold	400	–	–	0.01%	188
2016 Q3	$25K	Hold	400	–	–	0.01%	164
2016 Q2	$23K	Hold	400	–	–	0.01%	166
2016 Q1	$21K	Hold	400	–	–	0.01%	166
2015 Q4	$24K	Hold	400	–	–	0.01%	157
2015 Q3	$24K	Hold	400	–	–	0.01%	156
2015 Q2	$28K	Hold	400	–	–	0.01%	163
2015 Q1	$29K	Hold	400	–	–	0.01%	159
2014 Q4	$26K	Hold	400	–	–	0.01%	161
2014 Q3	$24K	Hold	400	–	–	0.01%	176
2014 Q2	$21K	Hold	400	–	–	0.01%	193
2014 Q1	$22K	Hold	400	–	–	0.01%	157
2013 Q4	$22K	Hold	400	–	–	0.01%	144
2013 Q3	$21K	Sell	400 -400	-50%	-$19.5K	0.01%	140
2013 Q2	$38K	Buy	+800	New	+$38.2K	0.02%	114

Other funds holding CERN

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nelson Capital Management's CERN Position: Q4 2019 in Review

Nelson Capital Management sold out of Cerner Corp (CERN) in Q4 2019, closing a stake of 438 shares — an estimated $30K sold.

Nelson Capital Management first reported a position in CERN in Q2 2013 and held it in 18 quarters. The position peaked at $38K in Q2 2013. 767 funds tracked by Wall St. Rank hold CERN as of Q4 2019.

Nelson Capital Management reported no remaining Cerner Corp position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 438 Cerner Corp shares in Q4 2019, an estimated $30K.
Nelson Capital Management first reported a position in Cerner Corp in Q2 2013 and held it in 18 quarters.
Nelson Capital Management's Cerner Corp position peaked at $38K in Q2 2013.
767 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.