Cerity Partners’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.9M | Buy |
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|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $17.4M | Buy |
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|
2023
Q4 | $20.3M | Buy |
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|
2023
Q3 | $18.9M | Sell |
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|
2023
Q2 | $25.6M | Sell |
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|
2023
Q1 | $24.6M | Buy |
|