PJB
CERN

Paul John Balson’s Cerner Corp CERN Stock Holding History

Paul John Balson’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
2020
Q4 		$316K Buy
4,022
+10
+0.2% +$741 0.07% 73
2020
Q3 		$290K Sell
4,012
-392
-9% -$27.9K 0.07% 68
2020
Q2 		$302K Buy
4,404
+10
+0.2% +$687 0.11% 58
2020
Q1 		$277K Buy
+4,394
New +$313K 0.15% 47

Other funds holding CERN

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paul John Balson's CERN Position: Q4 2020 in Review

Paul John Balson increased its Cerner Corp (CERN) stake by 0.25% in Q4 2020, buying an estimated $741 and bringing the position to 4,022 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #73.

Paul John Balson first reported a position in CERN in Q1 2020 and has held it in 4 quarters since. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

  • Paul John Balson held 4,022 shares of Cerner Corp worth $316K as of Q4 2020.
  • Paul John Balson bought 10 Cerner Corp shares in Q4 2020, an estimated $741.
  • Cerner Corp made up 0.07% of Paul John Balson's portfolio in Q4 2020, its #73 holding.
  • Paul John Balson first reported a position in Cerner Corp in Q1 2020 and has held it in 4 quarters since.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.