OSAM
SMLR

O'Shaughnessy Asset Management’s Semler Scientific SMLR Stock Holding History

O'Shaughnessy 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
Q1 		– Sell
-6,337
Closed -$281K – 1927
2023
Q4 		$281K Buy
+6,337
New +$228K ﹤0.01% 1240
2021
Q4 		– Sell
-47
Closed -$6K – 2297
2021
Q3 		$6K Buy
+47
New +$5.93K ﹤0.01% 2295

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

O'Shaughnessy Asset Management's SMLR Position: Q1 2024 in Review

O'Shaughnessy Asset Management sold out of Semler Scientific (SMLR) in Q1 2024, closing a stake of 6,337 shares — an estimated $281K sold.

O'Shaughnessy Asset Management first reported a position in SMLR in Q3 2021 and held it in 2 quarters. The position peaked at $281K in Q4 2023. 100 funds tracked by Wall St. Rank hold SMLR as of Q1 2024.

  • O'Shaughnessy Asset Management reported no remaining Semler Scientific position as of Q1 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,337 Semler Scientific shares in Q1 2024, an estimated $281K.
  • O'Shaughnessy Asset Management first reported a position in Semler Scientific in Q3 2021 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Semler Scientific position peaked at $281K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2024, filed 13 May 2024.