Cerity Partners
UI icon

Cerity Partners’s Ubiquiti UI Stock Holding History

Cerity Partners’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
2,334
+700
+43% +$475K ﹤0.01% 1532
2025
Q4 		$904K Sell
1,634
-308
-16% -$195K ﹤0.01% 1762
2025
Q3 		$1.28M Buy
1,942
+361
+23% +$180K ﹤0.01% 1483
2025
Q2 		$651K Sell
1,581
-95
-6% -$34.6K ﹤0.01% 1733
2025
Q1 		$520K Buy
1,676
+307
+22% +$109K ﹤0.01% 1734
2024
Q4 		$414K Buy
1,369
+161
+13% +$48.5K ﹤0.01% 1877
2024
Q3 		$268K Buy
+1,208
New +$221K ﹤0.01% 2135
2018
Q3 		– Sell
-3,041
Closed -$258K – 561
2018
Q2 		$258K Buy
+3,041
New +$238K 0.02% 454
2018
Q1 		– Sell
-3,054
Closed -$217K – 583
2017
Q4 		$217K Buy
+3,054
New +$196K 0.01% 517

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return