Cerity Partners

Cerity Partners’s PetMed Express PETS Stock Holding History

Cerity Partners’s Portfolio PETS Stock Details PETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$138K	–	1634
2023 Q2	$138K	Sell	10,000 -153	-2%	-$2.3K	﹤0.01%	1520
2023 Q1	$165K	Buy	10,153 +24	+0.2%	+$452	﹤0.01%	1738
2022 Q4	$180K	Buy	10,129 +4	+0%	+$79	﹤0.01%	1359
2022 Q3	$198K	Sell	10,125 -62	-0.6%	-$1.32K	﹤0.01%	1060
2022 Q2	$203K	Buy	10,187 +71	+0.7%	+$1.59K	﹤0.01%	1074
2022 Q1	$261K	Buy	10,116 +26	+0.3%	+$674	﹤0.01%	778
2021 Q4	$255K	Buy	10,090 +10	+0.1%	+$277	﹤0.01%	838
2021 Q3	$271K	Buy	10,080 +4	+0%	+$115	0.01%	588
2021 Q2	$321K	Hold	10,076	–	–	0.01%	560
2021 Q1	$354K	Hold	10,076	–	–	0.01%	510
2020 Q4	$323K	Sell	10,076 -100	-1%	-$3.08K	0.01%	500
2020 Q3	$322K	Buy	10,176 +176	+2%	+$5.83K	0.01%	388
2020 Q2	$356K	Hold	10,000	–	–	0.02%	325
2020 Q1	$288K	Hold	10,000	–	–	0.02%	348
2019 Q4	$235K	Buy	+10,000	New	+$224K	0.01%	471

Other funds holding PETS

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management

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

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return