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Summitry LLC’s Certara CERT Stock Holding History

Summitry LLC’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
2026
Q1 		$133K Buy
23,258
+18
+0.1% +$137 ﹤0.01% 285
2025
Q4 		$205K Buy
23,240
+3,426
+17% +$35.3K 0.01% 239
2025
Q3 		$242K Buy
19,814
+2,749
+16% +$30.1K 0.01% 178
2025
Q2 		$200K Buy
17,065
+3,883
+29% +$45.9K 0.01% 171
2025
Q1 		$131K Buy
13,182
+1,529
+13% +$18.6K 0.01% 141
2024
Q4 		$124K Buy
+11,653
New +$127K 0.01% 137

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return