OQS
SMLR

Occudo Quantitative Strategies’s Semler Scientific SMLR Stock Holding History

Occudo Quantitative Strategies’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
Q1 		– Sell
-7,121
Closed -$315K – 1008
2023
Q4 		$315K Buy
+7,121
New +$256K 0.04% 523
2023
Q3 		– Sell
-7,735
Closed -$203K – 1287
2023
Q2 		$203K Buy
+7,735
New +$204K 0.02% 847

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return

Occudo Quantitative Strategies's SMLR Position: Q1 2024 in Review

Occudo Quantitative Strategies sold out of Semler Scientific (SMLR) in Q1 2024, closing a stake of 7,121 shares — an estimated $315K sold.

Occudo Quantitative Strategies first reported a position in SMLR in Q2 2023 and held it in 2 quarters. The position peaked at $315K in Q4 2023. 100 funds tracked by Wall St. Rank hold SMLR as of Q1 2024.

  • Occudo Quantitative Strategies reported no remaining Semler Scientific position as of Q1 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 7,121 Semler Scientific shares in Q1 2024, an estimated $315K.
  • Occudo Quantitative Strategies first reported a position in Semler Scientific in Q2 2023 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Semler Scientific position peaked at $315K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2024, filed 15 May 2024.