Ergoteles’s Certara CERT Stock Holding History

Ergoteles’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 Q1	–	Sell	-38,255	Closed	-$615K	–	1318
2022 Q4	$615K	Buy	+38,255	New	+$555K	0.02%	625
2022 Q3	–	Sell	-48,559	Closed	-$1.04M	–	1590
2022 Q2	$1.04M	Buy	+48,559	New	+$959K	0.03%	529
2021 Q4	–	Sell	-113,034	Closed	-$3.74M	–	1270
2021 Q3	$3.74M	Buy	113,034 +93,934	+492%	+$2.83M	0.14%	179
2021 Q2	$541K	Buy	+19,100	New	+$530K	0.01%	769

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

Ergoteles's CERT Position: Q1 2023 in Review

Ergoteles sold out of Certara (CERT) in Q1 2023, closing a stake of 38,255 shares — an estimated $615K sold.

Ergoteles first reported a position in CERT in Q2 2021 and held it in 4 quarters. The position peaked at $3.74M in Q3 2021. 215 funds tracked by Wall St. Rank hold CERT as of Q1 2023.

Ergoteles reported no remaining Certara position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 38,255 Certara shares in Q1 2023, an estimated $615K.
Ergoteles first reported a position in Certara in Q2 2021 and held it in 4 quarters.
Ergoteles's Certara position peaked at $3.74M in Q3 2021.
215 funds tracked by Wall St. Rank held Certara as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.