SQA
CERN

Simon Quick Advisors’s Cerner Corp CERN Stock Holding History

Simon Quick Advisors’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
-481
Closed -$35K – 569
2020
Q3 		$35K Sell
481
-350
-42% -$24.9K 0.01% 239
2020
Q2 		$57K Buy
831
+184
+28% +$12.6K 0.02% 181
2020
Q1 		$41K Buy
647
+605
+1,440% +$43K 0.02% 209
2019
Q4 		$3K Buy
+42
New +$2.9K ﹤0.01% 574
2019
Q3 		– Sell
-21
Closed -$1.54K – 557
2019
Q2 		$1.54K Buy
+21
New +$1.42K ﹤0.01% 384
2018
Q4 		– Sell
-58
Closed -$4K – 382
2018
Q3 		$4K Hold
58
– – ﹤0.01% 273
2018
Q2 		$3K Hold
58
– – ﹤0.01% 319
2018
Q1 		$3K Hold
58
– – ﹤0.01% 284
2017
Q4 		$4K Sell
58
-1,042
-95% -$72K ﹤0.01% 382
2017
Q3 		$78K Buy
+1,100
New +$73K 0.03% 219

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

Simon Quick Advisors's CERN Position: Q4 2020 in Review

Simon Quick Advisors sold out of Cerner Corp (CERN) in Q4 2020, closing a stake of 481 shares — an estimated $35K sold.

Simon Quick Advisors first reported a position in CERN in Q3 2017 and held it in 10 quarters. The position peaked at $78K in Q3 2017. 794 funds tracked by Wall St. Rank hold CERN as of Q4 2020.

  • Simon Quick Advisors reported no remaining Cerner Corp position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 481 Cerner Corp shares in Q4 2020, an estimated $35K.
  • Simon Quick Advisors first reported a position in Cerner Corp in Q3 2017 and held it in 10 quarters.
  • Simon Quick Advisors's Cerner Corp position peaked at $78K in Q3 2017.
  • 794 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.