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Cerity Partners’s
Eagle Materials
EXP
Stock Holding History
Cerity Partners’s Portfolio
EXP Stock Details
EXP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.82M
Sell
14,901
-2,950
-17%
-$628K
﹤0.01%
1290
2025
Q4
$3.69M
Buy
17,851
+5,425
+44%
+$1.2M
0.01%
1067
2025
Q3
$2.9M
Buy
12,426
+955
+8%
+$216K
﹤0.01%
1114
2025
Q2
$2.32M
Sell
11,471
-1,552
-12%
-$334K
﹤0.01%
1147
2025
Q1
$2.89M
Buy
13,023
+243
+2%
+$57.6K
0.01%
959
2024
Q4
$3.67M
Sell
12,780
-1,144
-8%
-$330K
0.01%
837
2024
Q3
$4.01M
Buy
13,924
+2,679
+24%
+$670K
0.01%
802
2024
Q2
$2.45M
Sell
11,245
-3,146
-22%
-$770K
0.01%
833
2024
Q1
$3.91M
Buy
14,391
+13,253
+1,165%
+$3.13M
0.01%
729
2023
Q4
$231K
Buy
+1,138
New
+$200K
﹤0.01%
1658
2023
Q2
–
Sell
-1,622
Closed
-$64.6M
–
1745
2023
Q1
$64.6M
Buy
+1,622
New
+$230K
0.15%
106
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$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
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Malvern, Pennsylvania
$1.91T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BG
Baupost Group
Boston, Massachusetts
$5.12B AUM
15.99%
1-Year Est. Return
BCIM
Black Creek Investment Management
Toronto, Ontario, Canada
$1.86B AUM
15.33%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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