Cerity Partners
DCI icon

Cerity Partners’s Donaldson DCI Stock Holding History

Cerity Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
17,743
-3,936
-18% -$380K ﹤0.01% 1631
2025
Q4 		$1.92M Buy
21,679
+3,221
+17% +$280K ﹤0.01% 1387
2025
Q3 		$1.51M Sell
18,458
-576
-3% -$43.4K ﹤0.01% 1412
2025
Q2 		$1.32M Sell
19,034
-1,567
-8% -$105K ﹤0.01% 1405
2025
Q1 		$1.38M Buy
20,601
+3,299
+19% +$228K ﹤0.01% 1287
2024
Q4 		$1.19M Buy
17,302
+6,687
+63% +$493K ﹤0.01% 1335
2024
Q3 		$782K Sell
10,615
-516
-5% -$37.3K ﹤0.01% 1527
2024
Q2 		$797K Buy
11,131
+2,358
+27% +$173K ﹤0.01% 1328
2024
Q1 		$646K Buy
8,773
+4,546
+108% +$309K ﹤0.01% 1480
2023
Q4 		$276K Buy
4,227
+553
+15% +$33.7K ﹤0.01% 1562
2023
Q3 		$219K Sell
3,674
-517
-12% -$32K ﹤0.01% 1261
2023
Q2 		$262K Buy
4,191
+20
+0.5% +$1.25K ﹤0.01% 1438
2023
Q1 		$273K Buy
+4,171
New +$262K ﹤0.01% 1571

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