JIC
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Joel Isaacson & Co’s Cerus CERS Stock Holding History

Joel Isaacson & Co’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Hold
85,000
– – 0.01% 437
2025
Q4 		$175K Sell
85,000
-15,000
-15% -$26K 0.01% 442
2025
Q3 		$159K Buy
100,000
+60,000
+150% +$81K 0.01% 434
2025
Q2 		$56.4K Hold
40,000
– – ﹤0.01% 416
2025
Q1 		$55.6K Sell
40,000
-20,000
-33% -$33.5K ﹤0.01% 395
2024
Q4 		$92.4K Hold
60,000
– – ﹤0.01% 371
2024
Q3 		$104K Sell
60,000
-3,000
-5% -$6.3K 0.01% 361
2024
Q2 		$111K Hold
63,000
– – 0.01% 341
2024
Q1 		$119K Hold
63,000
– – 0.01% 326
2023
Q4 		$136K Hold
63,000
– – 0.01% 303
2023
Q3 		$102K Hold
63,000
– – 0.01% 300
2023
Q2 		$155K Hold
63,000
– – 0.01% 306
2023
Q1 		$187K Hold
63,000
– – 0.01% 309
2022
Q4 		$230K Buy
+63,000
New +$238K 0.02% 285
2017
Q2 		– Sell
-17,050
Closed -$76K – 179
2017
Q1 		$76K Hold
17,050
– – 0.01% 169
2016
Q4 		$74K Hold
17,050
– – 0.01% 258
2016
Q3 		$106K Buy
17,050
+2,050
+14% +$13.4K 0.02% 226
2016
Q2 		$94K Hold
15,000
– – 0.02% 243
2016
Q1 		$89K Buy
15,000
+4,000
+36% +$22.2K 0.02% 249
2015
Q4 		$70K Hold
11,000
– – 0.02% 276
2015
Q3 		$50K Buy
+11,000
New +$56.9K 0.01% 336

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return