Cerity Partners
ICL icon

Cerity Partners’s ICL Group ICL Stock Holding History

Cerity Partners’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$955K Buy
184,861
+2,968
+2% +$15.9K ﹤0.01% 1883
2025
Q4 		$1.04M Sell
181,893
-23,600
-11% -$137K ﹤0.01% 1700
2025
Q3 		$1.28M Buy
205,493
+388
+0.2% +$2.49K ﹤0.01% 1482
2025
Q2 		$1.41M Buy
205,105
+8,859
+5% +$57.8K ﹤0.01% 1361
2025
Q1 		$1.11M Buy
196,246
+112,865
+135% +$664K ﹤0.01% 1387
2024
Q4 		$394K Buy
83,381
+33,463
+67% +$150K ﹤0.01% 1897
2024
Q3 		$214K Sell
49,918
-2,516
-5% -$10.7K ﹤0.01% 2276
2024
Q2 		$224K Sell
52,434
-37,164
-41% -$175K ﹤0.01% 1971
2024
Q1 		$482K Buy
89,598
+37,355
+72% +$184K ﹤0.01% 1619
2023
Q4 		$262K Buy
52,243
+28,612
+121% +$146K ﹤0.01% 1591
2023
Q3 		$131K Sell
23,631
-4,276
-15% -$25.8K ﹤0.01% 1315
2023
Q2 		$153K Buy
27,907
+6,105
+28% +$36.9K ﹤0.01% 1514
2023
Q1 		$148K Buy
21,802
+8,114
+59% +$59.9K ﹤0.01% 1745
2022
Q4 		$100K Sell
13,688
-2,340
-15% -$19.4K ﹤0.01% 1407
2022
Q3 		$131K Sell
16,028
-40
-0.2% -$374 ﹤0.01% 1096
2022
Q2 		$146K Buy
+16,068
New +$178K ﹤0.01% 1107
2022
Q1 		– Sell
-12,937
Closed -$125K – 1017
2021
Q4 		$125K Buy
+12,937
New +$115K ﹤0.01% 969

Other funds holding ICL

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return