Cerity Partners
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Cerity Partners’s SEI Investments SEIC Stock Holding History

Cerity Partners’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Sell
33,121
-6,383
-16% -$526K ﹤0.01% 1336
2025
Q4 		$3.24M Sell
39,504
-32,532
-45% -$2.67M ﹤0.01% 1131
2025
Q3 		$6.11M Sell
72,036
-10,397
-13% -$924K 0.01% 773
2025
Q2 		$7.41M Buy
82,433
+63,150
+327% +$5.09M 0.01% 648
2025
Q1 		$1.5M Sell
19,283
-3,011
-14% -$242K ﹤0.01% 1249
2024
Q4 		$1.8M Buy
22,294
+7,938
+55% +$623K ﹤0.01% 1156
2024
Q3 		$993K Sell
14,356
-67
-0.5% -$4.47K ﹤0.01% 1394
2024
Q2 		$933K Buy
14,423
+484
+3% +$32.5K ﹤0.01% 1256
2024
Q1 		$1M Buy
13,939
+3,200
+30% +$213K ﹤0.01% 1277
2023
Q4 		$682K Buy
10,739
+420
+4% +$24.5K ﹤0.01% 1136
2023
Q3 		$622K Sell
10,319
-373
-3% -$22.9K ﹤0.01% 897
2023
Q2 		$638K Buy
10,692
+10
+0.1% +$582 ﹤0.01% 1087
2023
Q1 		$615K Buy
10,682
+95
+0.9% +$5.7K ﹤0.01% 1196
2022
Q4 		$617K Buy
+10,587
New +$595K ﹤0.01% 850

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