UIA
SMLR

Ulland Investment Advisors’s Semler Scientific SMLR Stock Holding History

Ulland Investment Advisors’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
2022
Q3 		– Sell
-175
Closed -$5K – 245
2022
Q2 		$5K Sell
175
-1,000
-85% -$35.8K 0.01% 216
2022
Q1 		$58K Hold
1,175
– – 0.04% 100
2021
Q4 		$108K Buy
+1,175
New +$132K 0.07% 78

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ulland Investment Advisors's SMLR Position: Q3 2022 in Review

Ulland Investment Advisors sold out of Semler Scientific (SMLR) in Q3 2022, closing a stake of 175 shares — an estimated $5K sold.

Ulland Investment Advisors first reported a position in SMLR in Q4 2021 and held it in 3 quarters. The position peaked at $108K in Q4 2021. 70 funds tracked by Wall St. Rank hold SMLR as of Q3 2022.

  • Ulland Investment Advisors reported no remaining Semler Scientific position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 175 Semler Scientific shares in Q3 2022, an estimated $5K.
  • Ulland Investment Advisors first reported a position in Semler Scientific in Q4 2021 and held it in 3 quarters.
  • Ulland Investment Advisors's Semler Scientific position peaked at $108K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.