Cerity Partners

Cerity Partners’s DigitalBridge DBRG Stock Holding History

Cerity Partners’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$600K	Sell	38,890 -14,165	-27%	-$218K	﹤0.01%	2169
2025 Q4	$814K	Buy	53,055 +1,274	+2%	+$15.3K	﹤0.01%	1816
2025 Q3	$606K	Sell	51,781 -73,367	-59%	-$820K	﹤0.01%	1860
2025 Q2	$1.3M	Buy	125,148 +78,568	+169%	+$749K	﹤0.01%	1412
2025 Q1	$411K	Sell	46,580 -233	-0.5%	-$2.45K	﹤0.01%	1876
2024 Q4	$548K	Buy	46,813 +26,745	+133%	+$360K	﹤0.01%	1707
2024 Q3	$284K	Buy	20,068 +2,633	+15%	+$34.9K	﹤0.01%	2097
2024 Q2	$239K	Sell	17,435 -2,681	-13%	-$40.4K	﹤0.01%	1934
2024 Q1	$388K	Buy	20,116 +7,090	+54%	+$133K	﹤0.01%	1727
2023 Q4	$228K	Buy	13,026 +45	+0.3%	+$741	﹤0.01%	1664
2023 Q3	$228K	Sell	12,981 -45	-0.3%	-$743	﹤0.01%	1246
2023 Q2	$192K	Buy	+13,026	New	+$160K	﹤0.01%	1496
2023 Q1	–	Sell	-13,602	Closed	-$149K	–	1858
2022 Q4	$149K	Sell	13,602 -3,216	-19%	-$41.8K	﹤0.01%	1380
2022 Q3	$210K	Sell	16,818 -34	-0.2%	-$655	﹤0.01%	1038
2022 Q2	$329K	Buy	+16,852	New	+$411K	﹤0.01%	873
2022 Q1	–	Sell	-20,027	Closed	-$668K	–	981
2021 Q4	$668K	Buy	+20,027	New	+$596K	0.01%	518
2020 Q1	–	Sell	-6,287	Closed	-$119K	–	456
2019 Q4	$119K	Buy	+6,287	New	+$130K	0.01%	523

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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