Cerity Partners
MGPI icon

Cerity Partners’s MGP Ingredients MGPI Stock Holding History

Cerity Partners’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,964
Closed -$247K – 2529
2024
Q3 		$247K Buy
+2,964
New +$245K ﹤0.01% 2196
2024
Q2 		– Sell
-2,841
Closed -$245K – 2332
2024
Q1 		$245K Buy
2,841
+655
+30% +$56.8K ﹤0.01% 1986
2023
Q4 		$215K Buy
2,186
+186
+9% +$17.9K ﹤0.01% 1684
2023
Q3 		$211K Buy
+2,000
New +$227K ﹤0.01% 1270

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CIP
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's MGPI Position: Q4 2024 in Review

Cerity Partners sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 2,964 shares — an estimated $247K sold.

Cerity Partners first reported a position in MGPI in Q3 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • Cerity Partners reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 2,964 MGP Ingredients shares in Q4 2024, an estimated $247K.
  • Cerity Partners first reported a position in MGP Ingredients in Q3 2023 and held it in 4 quarters.
  • Cerity Partners's MGP Ingredients position peaked at $247K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.