PF
CERN

Phoenix Financial’s Cerner Corp CERN Stock Holding History

Phoenix Financial’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 		– Sell
-14,721
Closed -$989K – 445
2020
Q3 		$989K Sell
14,721
-1,347
-8% -$95.9K 0.04% 199
2020
Q2 		$1.03M Buy
+16,068
New +$1.1M 0.04% 205

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 $37.4B AUM 35.42% 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

Phoenix Financial's CERN Position: Q4 2020 in Review

Phoenix Financial sold out of Cerner Corp (CERN) in Q4 2020, closing a stake of 14,721 shares — an estimated $989K sold.

Phoenix Financial first reported a position in CERN in Q2 2020 and held it in 2 quarters. The position peaked at $1.03M in Q2 2020. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

  • Phoenix Financial reported no remaining Cerner Corp position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 14,721 Cerner Corp shares in Q4 2020, an estimated $989K.
  • Phoenix Financial first reported a position in Cerner Corp in Q2 2020 and held it in 2 quarters.
  • Phoenix Financial's Cerner Corp position peaked at $1.03M in Q2 2020.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.