Cerity Partners’s Ecopetrol EC Stock Holding History

Cerity Partners’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,239	Closed	-$100K	–	1497
2022 Q3	$100K	Sell	11,239 -700	-6%	-$7.2K	﹤0.01%	1112
2022 Q2	$130K	Buy	+11,939	New	+$190K	﹤0.01%	1111

Other funds holding EC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cerity Partners's EC Position: Q4 2022 in Review

Cerity Partners sold out of Ecopetrol (EC) in Q4 2022, closing a stake of 11,239 shares — an estimated $100K sold.

Cerity Partners first reported a position in EC in Q2 2022 and held it in 2 quarters. The position peaked at $130K in Q2 2022. 133 funds tracked by Wall St. Rank hold EC as of Q4 2022.

Cerity Partners reported no remaining Ecopetrol position as of Q4 2022 after selling out during the quarter.
Cerity Partners sold 11,239 Ecopetrol shares in Q4 2022, an estimated $100K.
Cerity Partners first reported a position in Ecopetrol in Q2 2022 and held it in 2 quarters.
Cerity Partners's Ecopetrol position peaked at $130K in Q2 2022.
133 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.