Cerity Partners’s Avis CAR Stock Holding History

Cerity Partners’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,146	Closed	-$276K	–	2450
2024 Q3	$276K	Buy	3,146 +515	+20%	+$46.5K	﹤0.01%	2113
2024 Q2	$275K	Sell	2,631 -810	-24%	-$90.8K	﹤0.01%	1869
2024 Q1	$421K	Buy	3,441 +1,677	+95%	+$231K	﹤0.01%	1677
2023 Q4	$313K	Buy	+1,764	New	+$322K	﹤0.01%	1495
2023 Q2	–	Sell	-1,064	Closed	-$207K	–	1686
2023 Q1	$207K	Buy	+1,064	New	+$214K	﹤0.01%	1702
2022 Q1	–	Sell	-1,021	Closed	-$212K	–	963
2021 Q4	$212K	Buy	+1,021	New	+$226K	﹤0.01%	913

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cerity Partners's CAR Position: Q4 2024 in Review

Cerity Partners sold out of Avis (CAR) in Q4 2024, closing a stake of 3,146 shares — an estimated $276K sold.

Cerity Partners first reported a position in CAR in Q4 2021 and held it in 6 quarters. The position peaked at $421K in Q1 2024. 260 funds tracked by Wall St. Rank hold CAR as of Q4 2024.

Cerity Partners reported no remaining Avis position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 3,146 Avis shares in Q4 2024, an estimated $276K.
Cerity Partners first reported a position in Avis in Q4 2021 and held it in 6 quarters.
Cerity Partners's Avis position peaked at $421K in Q1 2024.
260 funds tracked by Wall St. Rank held Avis as of Q4 2024.

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