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Disciplined Investments’s Certara CERT Stock Holding History

Disciplined Investments’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$55 – 350
2023
Q2 		$55 Buy
3
+1
+50% +$21 ﹤0.01% 1652
2023
Q1 		$48 Buy
2
+1
+100% +$20 ﹤0.01% 1633
2022
Q4 		$16 Buy
+1
New +$15 ﹤0.01% 1632

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Disciplined Investments's CERT Position: Q3 2023 in Review

Disciplined Investments sold out of Certara (CERT) in Q3 2023, closing a stake of 3 shares — an estimated $55 sold.

Disciplined Investments first reported a position in CERT in Q4 2022 and held it in 3 quarters. The position peaked at $55 in Q2 2023. 201 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

  • Disciplined Investments reported no remaining Certara position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Certara shares in Q3 2023, an estimated $55.
  • Disciplined Investments first reported a position in Certara in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's Certara position peaked at $55 in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.