Cerity Partners

Cerity Partners’s Post Holdings POST Stock Holding History

Cerity Partners’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-26,797	Closed	-$2.88M	–	2988
2025 Q3	$2.88M	Buy	26,797 +2,177	+9%	+$234K	﹤0.01%	1116
2025 Q2	$2.68M	Buy	24,620 +20,717	+531%	+$2.32M	﹤0.01%	1079
2025 Q1	$454K	Sell	3,903 -4,984	-56%	-$553K	﹤0.01%	1813
2024 Q4	$1.03M	Sell	8,887 -21,675	-71%	-$2.47M	﹤0.01%	1398
2024 Q3	$3.54M	Buy	30,562 +9,711	+47%	+$1.09M	0.01%	851
2024 Q2	$2.17M	Sell	20,851 -3,531	-14%	-$368K	0.01%	877
2024 Q1	$2.59M	Buy	24,382 +8,591	+54%	+$861K	0.01%	875
2023 Q4	$1.39M	Buy	15,791 +8,417	+114%	+$714K	﹤0.01%	882
2023 Q3	$632K	Buy	7,374 +412	+6%	+$36K	﹤0.01%	888
2023 Q2	$603K	Buy	6,962 +1,629	+31%	+$143K	﹤0.01%	1101
2023 Q1	$479K	Buy	5,333 +1,589	+42%	+$145K	﹤0.01%	1308
2022 Q4	$338K	Sell	3,744 -2,288	-38%	-$204K	﹤0.01%	1097
2022 Q3	$494K	Sell	6,032 -159	-3%	-$13.8K	0.01%	715
2022 Q2	$510K	Buy	6,191 +53	+0.9%	+$4.11K	0.01%	738
2022 Q1	$426K	Buy	+6,138	New	+$429K	0.01%	627

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