SGCIA
MDRX

Smith Graham & Co Investment Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

Smith Graham & Co Investment Advisors’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.69M Sell
352,062
-173,853
-33% -$2.13M 0.43% 114
2023
Q3 		$6.91M Sell
525,915
-4,977
-0.9% -$65.3K 0.86% 37
2023
Q2 		$6.69M Sell
530,892
-23,503
-4% -$285K 0.81% 47
2023
Q1 		$7.23M Sell
554,395
-1,748
-0.3% -$28.3K 0.88% 39
2022
Q4 		$9.81M Sell
556,143
-1,930
-0.3% -$32.3K 1.2% 12
2022
Q3 		$8.5M Sell
558,073
-782
-0.1% -$12.6K 1.13% 17
2022
Q2 		$8.29M Sell
558,855
-37,118
-6% -$694K 1.02% 26
2022
Q1 		$13.4M Sell
595,973
-133,658
-18% -$2.71M 1.39% 7
2021
Q4 		$13.5M Sell
729,631
-59,644
-8% -$947K 1.34% 11
2021
Q3 		$10.6M Sell
789,275
-68,105
-8% -$1.1M 1.06% 23
2021
Q2 		$15.9M Sell
857,380
-108,836
-11% -$1.83M 1.4% 9
2021
Q1 		$14.5M Sell
966,216
-42,067
-4% -$674K 1.18% 15
2020
Q4 		$14.6M Sell
1,008,283
-142,578
-12% -$1.73M 1.34% 12
2020
Q3 		$9.37M Sell
1,150,861
-17,360
-1% -$142K 1.07% 22
2020
Q2 		$7.91M Buy
1,168,221
+214,168
+22% +$1.39M 0.96% 34
2020
Q1 		$6.72M Sell
954,053
-2,953
-0.3% -$24K 1.05% 26
2019
Q4 		$9.39M Buy
957,006
+339,870
+55% +$3.58M 0.92% 34
2019
Q3 		$6.78M Buy
+617,136
New +$6.33M 0.72% 59

Other funds holding MDRX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Graham & Co Investment Advisors's MDRX Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors reduced its Veradigm Inc. Common Stock (MDRX) stake by 33% in Q4 2023, selling an estimated $2.13M and leaving 352,062 shares worth $3.69M. The position accounts for 0.43% of the portfolio, ranked #114.

Smith Graham & Co Investment Advisors first reported a position in MDRX in Q3 2019 and has held it in 18 quarters since. The position peaked at $15.9M in Q2 2021. 225 funds tracked by Wall St. Rank hold MDRX as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 352,062 shares of Veradigm Inc. Common Stock worth $3.69M as of Q4 2023.
  • Smith Graham & Co Investment Advisors sold 173,853 Veradigm Inc. Common Stock shares in Q4 2023, an estimated $2.13M.
  • Veradigm Inc. Common Stock made up 0.43% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #114 holding.
  • Smith Graham & Co Investment Advisors first reported a position in Veradigm Inc. Common Stock in Q3 2019 and has held it in 18 quarters since.
  • Smith Graham & Co Investment Advisors's Veradigm Inc. Common Stock position peaked at $15.9M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.