Cerity Partners

Cerity Partners’s Polaris PII Stock Holding History

Cerity Partners’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.27M	Sell	96,766 -95,350	-50%	-$5.97M	0.01%	980
2025 Q4	$12.2M	Buy	192,116 +96,845	+102%	+$6.38M	0.02%	564
2025 Q3	$5.54M	Sell	95,271 -2,641	-3%	-$142K	0.01%	807
2025 Q2	$3.98M	Buy	97,912 +44,830	+84%	+$1.69M	0.01%	912
2025 Q1	$2.17M	Buy	53,082 +10,906	+26%	+$519K	﹤0.01%	1089
2024 Q4	$3.43M	Buy	42,176 +612	+1%	+$42.6K	0.01%	860
2024 Q3	$3.46M	Buy	41,564 +4,303	+12%	+$350K	0.01%	856
2024 Q2	$2.92M	Sell	37,261 -19,193	-34%	-$1.63M	0.01%	769
2024 Q1	$5.65M	Buy	56,454 +53,707	+1,955%	+$4.93M	0.01%	621
2023 Q4	$260K	Sell	2,747 -3,381	-55%	-$310K	﹤0.01%	1596
2023 Q3	$638K	Buy	6,128 +1,433	+31%	+$170K	﹤0.01%	883
2023 Q2	$568K	Buy	4,695 +1,415	+43%	+$156K	﹤0.01%	1130
2023 Q1	$363K	Buy	3,280 +1,120	+52%	+$124K	﹤0.01%	1447
2022 Q4	$218K	Buy	+2,160	New	+$225K	﹤0.01%	1294
2021 Q2	–	Sell	-1,576	Closed	-$210K	–	732
2021 Q1	$210K	Buy	+1,576	New	+$192K	0.01%	649

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