Cerity Partners’s Clearfield CLFD Stock Holding History

Cerity Partners’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-95,339	Closed	-$4.51M	–	1446
2023 Q2	$4.51M	Buy	+95,339	New	+$4.07M	0.02%	518

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Cerity Partners's CLFD Position: Q3 2023 in Review

Cerity Partners sold out of Clearfield (CLFD) in Q3 2023, closing a stake of 95,339 shares — an estimated $4.51M sold.

Cerity Partners first reported a position in CLFD in Q2 2023 and held it in 1 quarter. The position peaked at $4.51M in Q2 2023. 136 funds tracked by Wall St. Rank hold CLFD as of Q3 2023.

Cerity Partners reported no remaining Clearfield position as of Q3 2023 after selling out during the quarter.
Cerity Partners sold 95,339 Clearfield shares in Q3 2023, an estimated $4.51M.
Cerity Partners first reported a position in Clearfield in Q2 2023 and held it in 1 quarter.
Cerity Partners's Clearfield position peaked at $4.51M in Q2 2023.
136 funds tracked by Wall St. Rank held Clearfield as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.