Cerity Partners
E icon

Cerity Partners’s ENI E Stock Holding History

Cerity Partners’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Buy
34,036
+1,935
+6% +$86.8K ﹤0.01% 1513
2025
Q4 		$1.22M Buy
32,101
+2,309
+8% +$84.8K ﹤0.01% 1620
2025
Q3 		$1.04M Buy
29,792
+1,389
+5% +$47.9K ﹤0.01% 1585
2025
Q2 		$921K Sell
28,403
-70
-0.2% -$2.08K ﹤0.01% 1554
2025
Q1 		$881K Sell
28,473
-3,504
-11% -$102K ﹤0.01% 1486
2024
Q4 		$904K Sell
31,977
-5,016
-14% -$147K ﹤0.01% 1469
2024
Q3 		$1.12M Buy
36,993
+9,209
+33% +$289K ﹤0.01% 1346
2024
Q2 		$855K Sell
27,784
-6,217
-18% -$197K ﹤0.01% 1296
2024
Q1 		$1.08M Buy
34,001
+8,919
+36% +$283K ﹤0.01% 1239
2023
Q4 		$853K Buy
25,082
+3,260
+15% +$106K ﹤0.01% 1048
2023
Q3 		$697K Sell
21,822
-1,355
-6% -$41.8K ﹤0.01% 859
2023
Q2 		$667K Buy
23,177
+2,257
+11% +$65.4K ﹤0.01% 1067
2023
Q1 		$586K Buy
20,920
+96
+0.5% +$2.81K ﹤0.01% 1219
2022
Q4 		$597K Buy
20,824
+1,505
+8% +$40.6K ﹤0.01% 864
2022
Q3 		$408K Sell
19,319
-5,387
-22% -$124K ﹤0.01% 785
2022
Q2 		$588K Buy
+24,706
New +$705K 0.01% 697
2022
Q1 		– Sell
-10,239
Closed -$280K – 988
2021
Q4 		$280K Buy
+10,239
New +$286K ﹤0.01% 801

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