Cerity Partners’s CAMBRIDGE BANCORP CATC Stock Holding History

Cerity Partners’s Portfolio CATC Stock Details CATC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,084	Closed	-$213K	–	2617
2024 Q2	$213K	Sell	3,084 -100	-3%	-$6.51K	﹤0.01%	2002
2024 Q1	$217K	Sell	3,184 -900	-22%	-$59.7K	﹤0.01%	2067
2023 Q4	$283K	Hold	4,084	–	–	﹤0.01%	1552
2023 Q3	$254K	Hold	4,084	–	–	﹤0.01%	1202
2023 Q2	$222K	Buy	4,084 +239	+6%	+$13.3K	﹤0.01%	1475
2023 Q1	$249K	Hold	3,845	–	–	﹤0.01%	1628
2022 Q4	$319K	Sell	3,845 -4,327	-53%	-$370K	﹤0.01%	1121
2022 Q3	$652K	Sell	8,172 -2,425	-23%	-$199K	0.01%	620
2022 Q2	$876K	Buy	+10,597	New	+$874K	0.01%	584
2022 Q1	–	Sell	-7,554	Closed	-$707K	–	1139
2021 Q4	$707K	Buy	+7,554	New	+$690K	0.01%	505

Cerity Partners's CATC Position: Q3 2024 in Review

Cerity Partners sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 3,084 shares — an estimated $213K sold.

Cerity Partners first reported a position in CATC in Q4 2021 and held it in 10 quarters. The position peaked at $876K in Q2 2022. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

Cerity Partners reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
Cerity Partners sold 3,084 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $213K.
Cerity Partners first reported a position in CAMBRIDGE BANCORP in Q4 2021 and held it in 10 quarters.
Cerity Partners's CAMBRIDGE BANCORP position peaked at $876K in Q2 2022.
0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.