Cerity Partners’s Trupanion TRUP Stock Holding History

Cerity Partners’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-470	Closed	-$970K	–	1948
2023 Q1	$970K	Buy	+470	New	+$25.4K	﹤0.01%	986

Other funds holding TRUP

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Cerity Partners's TRUP Position: Q2 2023 in Review

Cerity Partners sold out of Trupanion (TRUP) in Q2 2023, closing a stake of 470 shares — an estimated $970K sold.

Cerity Partners first reported a position in TRUP in Q1 2023 and held it in 1 quarter. The position peaked at $970K in Q1 2023. 191 funds tracked by Wall St. Rank hold TRUP as of Q2 2023.

Cerity Partners reported no remaining Trupanion position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 470 Trupanion shares in Q2 2023, an estimated $970K.
Cerity Partners first reported a position in Trupanion in Q1 2023 and held it in 1 quarter.
Cerity Partners's Trupanion position peaked at $970K in Q1 2023.
191 funds tracked by Wall St. Rank held Trupanion as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.