Cerity Partners’s Plantronics, Inc. POLY Stock Holding History

Cerity Partners’s Portfolio POLY Stock Details POLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-64,078	Closed	-$2.54M	–	1286
2022 Q2	$2.54M	Buy	64,078 +166	+0.3%	+$6.59K	0.03%	359
2022 Q1	$2.52M	Buy	63,912 +53	+0.1%	+$1.51K	0.04%	292
2021 Q4	$1.87M	Buy	63,859 +35	+0.1%	+$968	0.03%	332
2021 Q3	$1.64M	Buy	63,824 +8	+0%	+$251	0.04%	290
2021 Q2	$2.66M	Hold	63,816	–	–	0.06%	224
2021 Q1	$2.48M	Hold	63,816	–	–	0.06%	224
2020 Q4	$1.73M	Buy	63,816 +12,515	+24%	+$274K	0.06%	234
2020 Q3	$607K	Buy	+51,301	New	+$801K	0.03%	296

Other funds holding POLY

MTIM

Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cerity Partners's POLY Position: Q3 2022 in Review

Cerity Partners sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 64,078 shares — an estimated $2.54M sold.

Cerity Partners first reported a position in POLY in Q3 2020 and held it in 8 quarters. The position peaked at $2.66M in Q2 2021. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

Cerity Partners reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
Cerity Partners sold 64,078 Plantronics, Inc. shares in Q3 2022, an estimated $2.54M.
Cerity Partners first reported a position in Plantronics, Inc. in Q3 2020 and held it in 8 quarters.
Cerity Partners's Plantronics, Inc. position peaked at $2.66M in Q2 2021.
2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Cerity Partners's 13F filing for Q3 2022, filed 14 Nov 2022.