SGI
SMLR

Summit Global Investments’s Semler Scientific SMLR Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-8,056
Closed -$235K – 571
2024
Q1 		$235K Buy
8,056
+233
+3% +$9.72K 0.02% 460
2023
Q4 		$346K Buy
+7,823
New +$281K 0.02% 400

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Global Investments's SMLR Position: Q2 2024 in Review

Summit Global Investments sold out of Semler Scientific (SMLR) in Q2 2024, closing a stake of 8,056 shares — an estimated $235K sold.

Summit Global Investments first reported a position in SMLR in Q4 2023 and held it in 2 quarters. The position peaked at $346K in Q4 2023. 91 funds tracked by Wall St. Rank hold SMLR as of Q2 2024.

  • Summit Global Investments reported no remaining Semler Scientific position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 8,056 Semler Scientific shares in Q2 2024, an estimated $235K.
  • Summit Global Investments first reported a position in Semler Scientific in Q4 2023 and held it in 2 quarters.
  • Summit Global Investments's Semler Scientific position peaked at $346K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.