Cerity Partners
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Cerity Partners’s Sundial Growers SNDL Stock Holding History

Cerity Partners’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,618
Closed -$5K – 1254
2022
Q2 		$5K Buy
1,618
+373
+30% +$1.65K ﹤0.01% 1175
2022
Q1 		$9K Hold
1,245
– – ﹤0.01% 932
2021
Q4 		$7K Buy
+1,245
New +$8.15K ﹤0.01% 1014

Other funds holding SNDL

EMG
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM

Cerity Partners's SNDL Position: Q3 2022 in Review

Cerity Partners sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 1,618 shares — an estimated $5K sold.

Cerity Partners first reported a position in SNDL in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • Cerity Partners reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • Cerity Partners sold 1,618 Sundial Growers shares in Q3 2022, an estimated $5K.
  • Cerity Partners first reported a position in Sundial Growers in Q4 2021 and held it in 3 quarters.
  • Cerity Partners's Sundial Growers position peaked at $9K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

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