Cerity Partners’s Agilysys AGYS Stock Holding History

Cerity Partners’s Portfolio AGYS Stock Details AGYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,945	Closed	-$212K	–	2420
2024 Q3	$212K	Buy	+1,945	New	+$208K	﹤0.01%	2280

Other funds holding AGYS

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

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Cerity Partners's AGYS Position: Q4 2024 in Review

Cerity Partners sold out of Agilysys (AGYS) in Q4 2024, closing a stake of 1,945 shares — an estimated $212K sold.

Cerity Partners first reported a position in AGYS in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 270 funds tracked by Wall St. Rank hold AGYS as of Q4 2024.

Cerity Partners reported no remaining Agilysys position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 1,945 Agilysys shares in Q4 2024, an estimated $212K.
Cerity Partners first reported a position in Agilysys in Q3 2024 and held it in 1 quarter.
Cerity Partners's Agilysys position peaked at $212K in Q3 2024.
270 funds tracked by Wall St. Rank held Agilysys as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.