Cerity Partners
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Cerity Partners’s Werner Enterprises WERN Stock Holding History

Cerity Partners’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,610
Closed -$216K – 2613
2024
Q3 		$216K Buy
+5,610
New +$208K ﹤0.01% 2271

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Dimensional Fund Advisors
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cerity Partners's WERN Position: Q4 2024 in Review

Cerity Partners sold out of Werner Enterprises (WERN) in Q4 2024, closing a stake of 5,610 shares — an estimated $216K sold.

Cerity Partners first reported a position in WERN in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

  • Cerity Partners reported no remaining Werner Enterprises position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 5,610 Werner Enterprises shares in Q4 2024, an estimated $216K.
  • Cerity Partners first reported a position in Werner Enterprises in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's Werner Enterprises position peaked at $216K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

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