O'Shaughnessy Asset Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

O'Shaughnessy Asset Management’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
2023 Q2	–	Sell	-13,941	Closed	-$182K	–	1594
2023 Q1	$182K	Sell	13,941 -59,877	-81%	-$970K	﹤0.01%	1216
2022 Q4	$1.3M	Buy	73,818 +36,450	+98%	+$611K	0.02%	525
2022 Q3	$569K	Buy	+37,368	New	+$604K	0.01%	691
2022 Q1	–	Sell	-43,544	Closed	-$803K	–	1395
2021 Q4	$803K	Sell	43,544 -11,687	-21%	-$186K	0.01%	566
2021 Q3	$738K	Sell	55,231 -15,806	-22%	-$255K	0.02%	552
2021 Q2	$1.31M	Buy	71,037 +8,517	+14%	+$143K	0.03%	413
2021 Q1	$939K	Buy	62,520 +49,469	+379%	+$792K	0.02%	416
2020 Q4	$188K	Buy	+13,051	New	+$158K	0.01%	846
2020 Q1	–	Sell	-309	Closed	-$3K	–	1903
2019 Q4	$3K	Buy	+309	New	+$3.25K	﹤0.01%	1618
2017 Q1	–	Sell	-6,194	Closed	-$63K	–	982
2016 Q4	$63K	Sell	6,194 -15	-0.2%	-$171	﹤0.01%	690
2016 Q3	$82K	Hold	6,209	–	–	﹤0.01%	640
2016 Q2	$79K	Buy	6,209 +25	+0.4%	+$332	﹤0.01%	628
2016 Q1	$81K	Buy	+6,184	New	+$81.2K	﹤0.01%	561

Other funds holding MDRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

O'Shaughnessy Asset Management's MDRX Position: Q2 2023 in Review

O'Shaughnessy Asset Management sold out of Veradigm Inc. Common Stock (MDRX) in Q2 2023, closing a stake of 13,941 shares — an estimated $182K sold.

O'Shaughnessy Asset Management first reported a position in MDRX in Q1 2016 and held it in 13 quarters. The position peaked at $1.31M in Q2 2021. 229 funds tracked by Wall St. Rank hold MDRX as of Q2 2023.

O'Shaughnessy Asset Management reported no remaining Veradigm Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
O'Shaughnessy Asset Management sold 13,941 Veradigm Inc. Common Stock shares in Q2 2023, an estimated $182K.
O'Shaughnessy Asset Management first reported a position in Veradigm Inc. Common Stock in Q1 2016 and held it in 13 quarters.
O'Shaughnessy Asset Management's Veradigm Inc. Common Stock position peaked at $1.31M in Q2 2021.
229 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q2 2023.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.