Cerity Partners

Cerity Partners’s Service Properties Trust SVC Stock Holding History

Cerity Partners’s Portfolio SVC Stock Details SVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.9K	Buy
2025 Q2	$71.3K	Buy
2025 Q1	$55.6K	Sell
2024 Q4	$169K	Buy
2024 Q3	$190K	Buy
2024 Q2	$136K	Buy
2024 Q1	$158K	Buy
2023 Q2	–	Sell
2023 Q1	$616K	Buy