Cerity Partners’s Healthcare Services Group HCSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,131	Closed	-$132K	–	2692
2025 Q1	$132K	Sell	13,131 -23,955	-65%	-$241K	﹤0.01%	2281
2024 Q4	$429K	Sell	37,086 -783,471	-95%	-$9.07M	﹤0.01%	1848
2024 Q3	$9.17M	Buy	+820,557	New	+$9.17M	0.02%	508