Cerity Partners’s Tootsie Roll Industries TR Stock Holding History

Cerity Partners’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,153	Closed	-$209K	–	2592
2024 Q3	$209K	Buy	+7,153	New	+$204K	﹤0.01%	2294
2024 Q2	–	Sell	-8,017	Closed	-$242K	–	2408
2024 Q1	$242K	Buy	+8,017	New	+$243K	﹤0.01%	1991
2023 Q3	–	Sell	-11,983	Closed	-$388K	–	1699
2023 Q2	$388K	Buy	11,983 +1,107	+10%	+$40.4K	﹤0.01%	1291
2023 Q1	$447K	Sell	10,876 -1,778	-14%	-$70.9K	﹤0.01%	1347
2022 Q4	$479K	Buy	12,654 +259	+2%	+$9.45K	﹤0.01%	965
2022 Q3	$367K	Sell	12,395 -7	-0.1%	-$218	﹤0.01%	821
2022 Q2	$389K	Buy	+12,402	New	+$375K	﹤0.01%	823
2022 Q1	–	Sell	-10,619	Closed	-$333K	–	1110
2021 Q4	$333K	Buy	+10,619	New	+$307K	0.01%	736

Other funds holding TR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Cerity Partners's TR Position: Q4 2024 in Review

Cerity Partners sold out of Tootsie Roll Industries (TR) in Q4 2024, closing a stake of 7,153 shares — an estimated $209K sold.

Cerity Partners first reported a position in TR in Q4 2021 and held it in 8 quarters. The position peaked at $479K in Q4 2022. 160 funds tracked by Wall St. Rank hold TR as of Q4 2024.

Cerity Partners reported no remaining Tootsie Roll Industries position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 7,153 Tootsie Roll Industries shares in Q4 2024, an estimated $209K.
Cerity Partners first reported a position in Tootsie Roll Industries in Q4 2021 and held it in 8 quarters.
Cerity Partners's Tootsie Roll Industries position peaked at $479K in Q4 2022.
160 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.