PA
SMLR

Pinnacle Associates’s Semler Scientific SMLR Stock Holding History

Pinnacle Associates’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
Q4 		– Sell
-29,346
Closed -$1.3M – 885
2024
Q3 		$1.3M Buy
29,346
+13,392
+84% +$385K 0.02% 422
2024
Q2 		$549K Sell
15,954
-10,672
-40% -$307K 0.01% 566
2024
Q1 		$778K Sell
26,626
-2,720
-9% -$114K 0.01% 520
2023
Q4 		$1.3M Sell
29,346
-400
-1% -$14.4K 0.02% 428
2023
Q3 		$755K Buy
29,746
+625
+2% +$16.3K 0.01% 495
2023
Q2 		$764K Buy
+29,121
New +$767K 0.01% 504

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pinnacle Associates's SMLR Position: Q4 2024 in Review

Pinnacle Associates sold out of Semler Scientific (SMLR) in Q4 2024, closing a stake of 29,346 shares — an estimated $1.3M sold.

Pinnacle Associates first reported a position in SMLR in Q2 2023 and held it in 6 quarters. The position peaked at $1.3M in Q3 2024. 110 funds tracked by Wall St. Rank hold SMLR as of Q4 2024.

  • Pinnacle Associates reported no remaining Semler Scientific position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 29,346 Semler Scientific shares in Q4 2024, an estimated $1.3M.
  • Pinnacle Associates first reported a position in Semler Scientific in Q2 2023 and held it in 6 quarters.
  • Pinnacle Associates's Semler Scientific position peaked at $1.3M in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.