PAIM
SMLR

Punch & Associates Investment Management’s Semler Scientific SMLR Stock Holding History

Punch & Associates Investment 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
2023
Q3 		– Sell
-154,222
Closed -$4.05M – 243
2023
Q2 		$4.05M Sell
154,222
-1,170
-0.8% -$30.8K 0.25% 125
2023
Q1 		$4.16M Sell
155,392
-1,265
-0.8% -$35.4K 0.27% 121
2022
Q4 		$5.17M Buy
156,657
+44,155
+39% +$1.53M 0.33% 115
2022
Q3 		$4.22M Buy
112,502
+31,815
+39% +$1.2M 0.29% 123
2022
Q2 		$2.27M Sell
80,687
-77,605
-49% -$2.77M 0.16% 150
2022
Q1 		$7.84M Sell
158,292
-8,437
-5% -$565K 0.45% 100
2021
Q4 		$15.3M Buy
166,729
+19,390
+13% +$2.17M 0.8% 30
2021
Q3 		$18.4M Buy
+147,339
New +$18.6M 1.05% 17

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 $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Punch & Associates Investment Management's SMLR Position: Q3 2023 in Review

Punch & Associates Investment Management sold out of Semler Scientific (SMLR) in Q3 2023, closing a stake of 154,222 shares — an estimated $4.05M sold.

Punch & Associates Investment Management first reported a position in SMLR in Q3 2021 and held it in 8 quarters. The position peaked at $18.4M in Q3 2021. 82 funds tracked by Wall St. Rank hold SMLR as of Q3 2023.

  • Punch & Associates Investment Management reported no remaining Semler Scientific position as of Q3 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 154,222 Semler Scientific shares in Q3 2023, an estimated $4.05M.
  • Punch & Associates Investment Management first reported a position in Semler Scientific in Q3 2021 and held it in 8 quarters.
  • Punch & Associates Investment Management's Semler Scientific position peaked at $18.4M in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2023.

Based on Punch & Associates Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.