SFG
MDRX

Steward Financial Group’s Veradigm Inc. Common Stock MDRX Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+85
New +$1.11K ﹤0.01% 1306
2023
Q2 		– Sell
-53
Closed – – 1071
2023
Q1 		$0 Buy
53
+44
+489% +$712 ﹤0.01% 958
2022
Q4 		$0 Buy
+9
New +$151 ﹤0.01% 874
2022
Q3 		– Sell
-45
Closed – – 1426
2022
Q2 		$0 Buy
+45
New +$841 ﹤0.01% 1465

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Steward Financial Group's MDRX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Veradigm Inc. Common Stock (MDRX) in Q3 2023: 85 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MDRX as recently as Q1 2023.

Steward Financial Group first reported a position in MDRX in Q2 2022 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold MDRX as of Q3 2023.

  • Steward Financial Group held 85 shares of Veradigm Inc. Common Stock worth $1K as of Q3 2023.
  • Veradigm Inc. Common Stock was a new Steward Financial Group position in Q3 2023.
  • Veradigm Inc. Common Stock made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1306 holding.
  • Steward Financial Group first reported a position in Veradigm Inc. Common Stock in Q2 2022 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.