Pathstone Family Office’s Veradigm Inc. Common Stock MDRX Stock Holding History

Pathstone Family Office’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 Q3	$198K	Buy	15,084 +771	+5%	+$10.1K	﹤0.01%	1524
2023 Q2	$180K	Sell	14,313 -176	-1%	-$2.14K	﹤0.01%	1157
2023 Q1	$191K	Sell	14,489 -28,037	-66%	-$454K	﹤0.01%	1098
2022 Q4	$644K	Sell	42,526 -8,727	-17%	-$146K	0.01%	986
2022 Q3	$781K	Buy	51,253 +35,406	+223%	+$573K	0.01%	869
2022 Q2	$235K	Buy	15,847 +905	+6%	+$16.9K	0.01%	892
2022 Q1	$440K	Hold	14,942	–	–	0.01%	594
2021 Q4	$276K	Hold	14,942	–	–	0.01%	739
2021 Q3	$200K	Hold	14,942	–	–	0.01%	818
2021 Q2	$277K	Hold	14,942	–	–	0.01%	674
2021 Q1	$224K	Buy	+14,942	New	+$239K	0.01%	579

Other funds holding MDRX

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Pathstone Family Office's MDRX Position: Q3 2023 in Review

Pathstone Family Office increased its Veradigm Inc. Common Stock (MDRX) stake by 5.4% in Q3 2023, buying an estimated $10.1K and bringing the position to 15,084 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Pathstone Family Office first reported a position in MDRX in Q1 2021 and has held it in 11 quarters since. The position peaked at $781K in Q3 2022. 216 funds tracked by Wall St. Rank hold MDRX as of Q3 2023.

Pathstone Family Office held 15,084 shares of Veradigm Inc. Common Stock worth $198K as of Q3 2023.
Pathstone Family Office bought 771 Veradigm Inc. Common Stock shares in Q3 2023, an estimated $10.1K.
Veradigm Inc. Common Stock made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1524 holding.
Pathstone Family Office first reported a position in Veradigm Inc. Common Stock in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Veradigm Inc. Common Stock position peaked at $781K in Q3 2022.
216 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.