SMFS
CERN

Squar Milner Financial Services’s Cerner Corp CERN Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-1,275
Closed -$93K – 906
2019
Q4 		$93K Buy
+1,275
New +$88.2K 0.05% 343
2019
Q3 		– Sell
-1,785
Closed -$131K – 783
2019
Q2 		$131K Sell
1,785
-460
-20% -$31K 0.09% 231
2019
Q1 		$128K Buy
2,245
+460
+26% +$25.6K 0.09% 227
2018
Q4 		$94K Buy
+1,785
New +$103K 0.09% 229

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Squar Milner Financial Services's CERN Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Cerner Corp (CERN) in Q1 2020, closing a stake of 1,275 shares — an estimated $93K sold.

Squar Milner Financial Services first reported a position in CERN in Q4 2018 and held it in 4 quarters. The position peaked at $131K in Q2 2019. 753 funds tracked by Wall St. Rank hold CERN as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Cerner Corp position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,275 Cerner Corp shares in Q1 2020, an estimated $93K.
  • Squar Milner Financial Services first reported a position in Cerner Corp in Q4 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Cerner Corp position peaked at $131K in Q2 2019.
  • 753 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.