Tocqueville Asset Management’s Veradigm Inc. Common Stock MDRX Stock Holding History

Tocqueville Asset Management’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 Q1	–	Sell	-40,590	Closed	-$716K	–	600
2022 Q4	$716K	Buy	40,590 +82	+0.2%	+$1.37K	0.01%	413
2022 Q3	$617K	Buy	40,508 +232	+0.6%	+$3.75K	0.01%	420
2022 Q2	$597K	Buy	+40,276	New	+$753K	0.01%	469
2021 Q3	–	Sell	-10,055	Closed	-$186K	–	756
2021 Q2	$186K	Buy	+10,055	New	+$169K	﹤0.01%	718
2014 Q3	–	Sell	-8,000	Closed	-$128K	–	1335
2014 Q2	$128K	Buy	+8,000	New	+$125K	﹤0.01%	1092

Other funds holding MDRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tocqueville Asset Management's MDRX Position: Q1 2023 in Review

Tocqueville Asset Management sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2023, closing a stake of 40,590 shares — an estimated $716K sold.

Tocqueville Asset Management first reported a position in MDRX in Q2 2014 and held it in 5 quarters. The position peaked at $716K in Q4 2022. 242 funds tracked by Wall St. Rank hold MDRX as of Q1 2023.

Tocqueville Asset Management reported no remaining Veradigm Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Tocqueville Asset Management sold 40,590 Veradigm Inc. Common Stock shares in Q1 2023, an estimated $716K.
Tocqueville Asset Management first reported a position in Veradigm Inc. Common Stock in Q2 2014 and held it in 5 quarters.
Tocqueville Asset Management's Veradigm Inc. Common Stock position peaked at $716K in Q4 2022.
242 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2023.

Based on Tocqueville Asset Management's 13F filing for Q1 2023, filed 10 May 2023.