Schubert & Co’s Certara CERT Stock Holding History

Schubert & Co’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	-5	Closed	-$121	–	301
2023 Q1	$121	Buy	5 +1	+25%	+$20	﹤0.01%	1587
2022 Q4	$64	Buy	+4	New	+$58	﹤0.01%	1599

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

Schubert & Co's CERT Position: Q2 2023 in Review

Schubert & Co sold out of Certara (CERT) in Q2 2023, closing a stake of 5 shares — an estimated $121 sold.

Schubert & Co first reported a position in CERT in Q4 2022 and held it in 2 quarters. The position peaked at $121 in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Schubert & Co reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 5 Certara shares in Q2 2023, an estimated $121.
Schubert & Co first reported a position in Certara in Q4 2022 and held it in 2 quarters.
Schubert & Co's Certara position peaked at $121 in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.