WAM
SMLR

Watershed Asset Management’s Semler Scientific SMLR Stock Holding History

Watershed Asset Management’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
2023
Q4 		$299K Sell
6,747
-2,885
-30% -$104K 0.35% 46
2023
Q3 		$244K Buy
9,632
+320
+3% +$8.33K 0.29% 106
2023
Q2 		$244K Buy
+9,312
New +$245K 0.3% 89

Other funds holding SMLR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Watershed Asset Management's SMLR Position: Q4 2023 in Review

Watershed Asset Management reduced its Semler Scientific (SMLR) stake by 30% in Q4 2023, selling an estimated $104K and leaving 6,747 shares worth $299K. The position accounts for 0.35% of the portfolio, ranked #46.

Watershed Asset Management first reported a position in SMLR in Q2 2023 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold SMLR as of Q4 2023.

  • Watershed Asset Management held 6,747 shares of Semler Scientific worth $299K as of Q4 2023.
  • Watershed Asset Management sold 2,885 Semler Scientific shares in Q4 2023, an estimated $104K.
  • Semler Scientific made up 0.35% of Watershed Asset Management's portfolio in Q4 2023, its #46 holding.
  • Watershed Asset Management first reported a position in Semler Scientific in Q2 2023 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.