Summit Trail Advisors
MDRX

Summit Trail Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

Summit Trail 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
2018
Q4 		– Sell
-8,750
Closed -$125K – 246
2018
Q3 		$125K Hold
8,750
– – 0.03% 244
2018
Q2 		$105K Buy
+8,750
New +$108K 0.04% 209
2018
Q1 		– Sell
-144
Closed -$2K – 1770
2017
Q4 		$2K Buy
+144
New +$2K ﹤0.01% 1698

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Summit Trail Advisors's MDRX Position: Q4 2018 in Review

Summit Trail Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2018, closing a stake of 8,750 shares — an estimated $125K sold.

Summit Trail Advisors first reported a position in MDRX in Q4 2017 and held it in 3 quarters. The position peaked at $125K in Q3 2018. 222 funds tracked by Wall St. Rank hold MDRX as of Q4 2018.

  • Summit Trail Advisors reported no remaining Veradigm Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 8,750 Veradigm Inc. Common Stock shares in Q4 2018, an estimated $125K.
  • Summit Trail Advisors first reported a position in Veradigm Inc. Common Stock in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Veradigm Inc. Common Stock position peaked at $125K in Q3 2018.
  • 222 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.