Cerity Partners
PHI icon

Cerity Partners’s PLDT PHI Stock Holding History

Cerity Partners’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Sell
15,720
-13,422
-46% -$303K ﹤0.01% 2544
2025
Q4 		$634K Buy
29,142
+11,912
+69% +$245K ﹤0.01% 1960
2025
Q3 		$322K Sell
17,230
-4,918
-22% -$106K ﹤0.01% 2225
2025
Q2 		$482K Sell
22,148
-4,012
-15% -$90.5K ﹤0.01% 1880
2025
Q1 		$572K Buy
+26,160
New +$605K ﹤0.01% 1683
2024
Q4 		– Sell
-14,204
Closed -$382K – 2554
2024
Q3 		$382K Buy
+14,204
New +$378K ﹤0.01% 1924
2024
Q2 		– Sell
-10,046
Closed -$248K – 2363
2024
Q1 		$248K Buy
10,046
+1,039
+12% +$24.3K ﹤0.01% 1980
2023
Q4 		$211K Buy
+9,007
New +$202K ﹤0.01% 1693
2023
Q2 		– Sell
-5,964
Closed -$1.56M – 1882
2023
Q1 		$1.56M Buy
+5,964
New +$148K ﹤0.01% 801

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return