RA
SMLR

Royce & Associates’s Semler Scientific SMLR Stock Holding History

Royce & 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
-24,241
Closed -$571K – 897
2024
Q3 		$571K Hold
24,241
– – 0.01% 792
2024
Q2 		$834K Hold
24,241
– – 0.01% 739
2024
Q1 		$708K Sell
24,241
-155
-0.6% -$6.47K 0.01% 757
2023
Q4 		$1.08M Hold
24,396
– – 0.01% 733
2023
Q3 		$619K Buy
24,396
+133
+0.5% +$3.46K 0.01% 788
2023
Q2 		$637K Buy
24,263
+887
+4% +$23.4K 0.01% 805
2023
Q1 		$626K Sell
23,376
-69
-0.3% -$1.93K 0.01% 824
2022
Q4 		$774K Buy
23,445
+138
+0.6% +$4.79K 0.01% 785
2022
Q3 		$875K Sell
23,307
-179
-0.8% -$6.76K 0.01% 750
2022
Q2 		$662K Buy
23,486
+315
+1% +$11.3K 0.01% 806
2022
Q1 		$1.15M Sell
23,171
-23,599
-50% -$1.58M 0.01% 794
2021
Q4 		$4.29M Buy
46,770
+8,370
+22% +$938K 0.03% 604
2021
Q3 		$4.83M Buy
+38,400
New +$4.85M 0.04% 591

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 $2.14B AUM 41.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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