Emerald Mutual Fund Advisers Trust’s Certara CERT Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q2	–	Sell	-429,340	Closed	-$10.4M	–	251
2023 Q1	$10.4M	Buy	429,340 +7,650	+2%	+$151K	0.61%	74
2022 Q4	$6.78M	Buy	+421,690	New	+$6.11M	0.42%	90
2021 Q1	–	Sell	-239,770	Closed	-$8.09M	–	214
2020 Q4	$8.09M	Buy	+239,770	New	+$8.78M	0.28%	108

Other funds holding CERT

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CERT Position: Q2 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Certara (CERT) in Q2 2023, closing a stake of 429,340 shares — an estimated $10.4M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CERT in Q4 2020 and held it in 3 quarters. The position peaked at $10.4M in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Emerald Mutual Fund Advisers Trust reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 429,340 Certara shares in Q2 2023, an estimated $10.4M.
Emerald Mutual Fund Advisers Trust first reported a position in Certara in Q4 2020 and held it in 3 quarters.
Emerald Mutual Fund Advisers Trust's Certara position peaked at $10.4M in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2023, filed 10 Aug 2023.