UBS AM
MDRX

UBS AM’s Veradigm Inc. Common Stock MDRX Stock Holding History

UBS AM’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
2024
Q1 		– Sell
-136,641
Closed -$1.43M – 2582
2023
Q4 		$1.43M Buy
136,641
+8,343
+7% +$102K ﹤0.01% 1839
2023
Q3 		$1.69M Sell
128,298
-27,452
-18% -$360K ﹤0.01% 1714
2023
Q2 		$2.03M Hold
155,750
– – ﹤0.01% 1635
2023
Q1 		$2.03M Buy
155,750
+12,788
+9% +$207K ﹤0.01% 1635
2022
Q4 		$2.52M Sell
142,962
-9,164
-6% -$154K ﹤0.01% 1434
2022
Q3 		$2.32M Sell
152,126
-25,018
-14% -$405K ﹤0.01% 1523
2022
Q2 		$2.63M Buy
177,144
+16,215
+10% +$303K ﹤0.01% 1503
2022
Q1 		$3.62M Sell
160,929
-22,294
-12% -$452K ﹤0.01% 1494
2021
Q4 		$3.38M Sell
183,223
-33,553
-15% -$533K ﹤0.01% 1600
2021
Q3 		$2.9M Sell
216,776
-2,995
-1% -$48.4K ﹤0.01% 1665
2021
Q2 		$4.07M Buy
219,771
+29,477
+15% +$496K ﹤0.01% 1470
2021
Q1 		$2.86M Sell
190,294
-19,090
-9% -$306K ﹤0.01% 1607
2020
Q4 		$3.02M Buy
209,384
+2,766
+1% +$33.5K ﹤0.01% 1519
2020
Q3 		$1.68M Buy
206,618
+9,807
+5% +$80.1K ﹤0.01% 1622
2020
Q2 		$1.33M Sell
196,811
-31,342
-14% -$203K ﹤0.01% 1681
2020
Q1 		$1.61M Buy
228,153
+40,157
+21% +$326K ﹤0.01% 1500
2019
Q4 		$1.85M Buy
187,996
+6,448
+4% +$67.9K ﹤0.01% 1641
2019
Q3 		$1.99M Buy
181,548
+10,576
+6% +$109K ﹤0.01% 1613
2019
Q2 		$1.99M Buy
170,972
+9,543
+6% +$97K ﹤0.01% 1594
2019
Q1 		$1.54M Buy
161,429
+32,710
+25% +$361K ﹤0.01% 1647
2018
Q4 		$1.24M Buy
128,719
+9,583
+8% +$107K ﹤0.01% 1656
2018
Q3 		$1.7M Hold
119,136
– – ﹤0.01% 1561
2018
Q2 		$1.43M Sell
119,136
-7,500
-6% -$92.4K ﹤0.01% 1661
2018
Q1 		$1.56M Buy
126,636
+2,084
+2% +$29.6K ﹤0.01% 1579
2017
Q4 		$1.81M Buy
124,552
+3,750
+3% +$52.1K ﹤0.01% 1478
2017
Q3 		$1.72M Buy
120,802
+10,521
+10% +$136K ﹤0.01% 1467
2017
Q2 		$1.41M Sell
110,281
-18,825
-15% -$229K ﹤0.01% 1510
2017
Q1 		$1.64M Buy
129,106
+30,966
+32% +$367K ﹤0.01% 1432
2016
Q4 		$1M Sell
98,140
-49,100
-33% -$560K ﹤0.01% 1553
2016
Q3 		$1.94M Buy
147,240
+2,479
+2% +$33.2K ﹤0.01% 1387
2016
Q2 		$1.84M Hold
144,761
– – ﹤0.01% 1390
2016
Q1 		$1.91M Sell
144,761
-32,770
-18% -$430K ﹤0.01% 1387
2015
Q4 		$2.73M Buy
177,531
+11,956
+7% +$171K ﹤0.01% 1299
2015
Q3 		$2.05M Buy
165,575
+29,413
+22% +$405K ﹤0.01% 1421
2015
Q2 		$1.86M Buy
136,162
+22,000
+19% +$297K ﹤0.01% 1434
2015
Q1 		$1.36M Buy
114,162
+21,216
+23% +$259K ﹤0.01% 1512
2014
Q4 		$1.19M Buy
92,946
+2,700
+3% +$34.4K ﹤0.01% 1529
2014
Q3 		$1.21M Hold
90,246
– – ﹤0.01% 1495
2014
Q2 		$1.45M Buy
90,246
+1,000
+1% +$15.6K ﹤0.01% 1453
2014
Q1 		$1.61M Buy
89,246
+15,700
+21% +$272K ﹤0.01% 1394
2013
Q4 		$1.14M Sell
73,546
-6,200
-8% -$91.4K ﹤0.01% 1467
2013
Q3 		$1.19M Sell
79,746
-1,800
-2% -$27.1K ﹤0.01% 1434
2013
Q2 		$1.06M Buy
+81,546
New +$1.09M ﹤0.01% 1436

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM's MDRX Position: Q1 2024 in Review

UBS AM sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 136,641 shares — an estimated $1.43M sold.

UBS AM first reported a position in MDRX in Q2 2013 and held it in 43 quarters. The position peaked at $4.07M in Q2 2021. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • UBS AM reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • UBS AM sold 136,641 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $1.43M.
  • UBS AM first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 43 quarters.
  • UBS AM's Veradigm Inc. Common Stock position peaked at $4.07M in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

Based on UBS AM's 13F filing for Q1 2024, filed 15 May 2024.