Cerity Partners
LESL icon

Cerity Partners’s Leslie's LESL Stock Holding History

Cerity Partners’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,827
Closed -$116K – 2815
2025
Q2 		$116K Buy
13,827
+10,087
+270% +$133K ﹤0.01% 2458
2025
Q1 		$55K Buy
3,740
+790
+27% +$24.2K ﹤0.01% 2391
2024
Q4 		$184K Sell
2,950
-2,677
-48% -$142K ﹤0.01% 2250
2024
Q3 		$356K Buy
5,627
+2,547
+83% +$157K ﹤0.01% 1955
2024
Q2 		$258K Sell
3,080
-1,665
-35% -$162K ﹤0.01% 1899
2024
Q1 		$617K Buy
4,745
+2,501
+111% +$358K ﹤0.01% 1499
2023
Q4 		$310K Buy
+2,244
New +$247K ﹤0.01% 1497
2023
Q3 		– Sell
-1,579
Closed -$297K – 1577
2023
Q2 		$297K Buy
1,579
+786
+99% +$162K ﹤0.01% 1401
2023
Q1 		$173K Buy
793
+23
+3% +$5.97K ﹤0.01% 1731
2022
Q4 		$188K Buy
+770
New +$214K ﹤0.01% 1354

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return