Cerity Partners’s Ponce Financial Group PDLB Stock Holding History

Cerity Partners’s Portfolio PDLB Stock Details PDLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,976	Closed	-$113K	–	1631
2023 Q2	$113K	Hold	12,976	–	–	﹤0.01%	1537
2023 Q1	$102K	Hold	12,976	–	–	﹤0.01%	1773
2022 Q4	$121K	Hold	12,976	–	–	﹤0.01%	1395
2022 Q3	$119K	Buy	+12,976	New	+$121K	﹤0.01%	1100

Other funds holding PDLB

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M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Cerity Partners's PDLB Position: Q3 2023 in Review

Cerity Partners sold out of Ponce Financial Group (PDLB) in Q3 2023, closing a stake of 12,976 shares — an estimated $113K sold.

Cerity Partners first reported a position in PDLB in Q3 2022 and held it in 4 quarters. The position peaked at $121K in Q4 2022. 49 funds tracked by Wall St. Rank hold PDLB as of Q3 2023.

Cerity Partners reported no remaining Ponce Financial Group position as of Q3 2023 after selling out during the quarter.
Cerity Partners sold 12,976 Ponce Financial Group shares in Q3 2023, an estimated $113K.
Cerity Partners first reported a position in Ponce Financial Group in Q3 2022 and held it in 4 quarters.
Cerity Partners's Ponce Financial Group position peaked at $121K in Q4 2022.
49 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.