Cerity Partners LLC Has $1.55 Million Stock Holdings in Americold ...

Dec 4, 2024  · Cerity Partners LLC raised its position in Americold Realty Trust, Inc. (NYSE:COLD – Free Report) by 87.2% during the third quarter, according to its most recent Form 13F filing …


2%
OFF

Cerity Partners LLC Has $1.55 Million Stock Holdings In Americold ...

2 weeks from now

Dec 4, 2024  · Cerity Partners LLC raised its position in Americold Realty Trust, Inc. (NYSE:COLD – Free Report) by 87.2% during the third quarter, according to its most recent Form 13F filing …

americanbankingnews.com

$64642501522
OFF

CERITY PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09 …

whalewisdom.com

9%
OFF

Cerity Partners LLC Has $1.79 Million Stock Holdings In

2 weeks from now

Dec 3, 2024  · Cerity Partners LLC increased its position in Nomura Holdings, Inc. (NYSE:NMR - Free Report) by 32.9% in the third quarter, according to the company in its most recent Form …

marketbeat.com

9%
OFF

Cerity Partners LLC Has $2.60 Million Stock Holdings In

2 weeks from now

Dec 1, 2024  · Cerity Partners LLC lifted its holdings in shares of Extra Space Storage Inc. (NYSE:EXR - Free Report) by 39.9% in the 3rd quarter, according to the company in its most …

marketbeat.com

5%
OFF

Cerity Partners LLC Has $15.54 Million Stock Position In

2 weeks from now

Nov 26, 2024  · Cerity Partners LLC lifted its holdings in shares of AstraZeneca PLC (NASDAQ:AZN - Free Report) by 30.5% during the 3rd quarter, according to the company in …

marketbeat.com

9%
OFF

Cerity Partners LLC Has $2.02 Million Stock Holdings In …

2 weeks from now

Dec 2, 2024  · Cerity Partners LLC raised its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 16.9% during the third quarter, HoldingsChannel.com reports. The institutional …

etfdailynews.com

2%
OFF

Cerity Partners LLC Has $1.37 Million Holdings In Elme …

2 weeks from now

Dec 4, 2024  · Cerity Partners LLC raised its stake in Elme Communities (NYSE:ELME – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent disclosure with …

defenseworld.net

$3.01
OFF

Cerity Partners LLC Has $3.01 Million Stock Holdings In Nucor Co.

2 weeks from now

Dec 1, 2024  · Shares of Nucor stock opened at $154.69 on Friday. Nucor Co. has a 12-month low of $133.42 and a 12-month high of $203.00. The company has a quick ratio of 1.61, a current …

etfdailynews.com

$11.81
OFF

Cerity Partners LLC Has $11.81 Million Stock Holdings In NYLI FTSE ...

2 weeks from now

Nov 27, 2024  · NYLI FTSE International Equity Currency Neutral ETF Stock Up 0.1 %. HFXI stock opened at $26.48 on Wednesday. The firm has a market cap of $582.56 million, a price-to …

etfdailynews.com

7%
OFF

Cerity Partners LLC Has $2.46 Million Stock Position In

2 weeks from now

Dec 2, 2024  · Cerity Partners LLC increased its position in Amcor plc (NYSE:AMCR - Free Report) by 78.7% during the third quarter, according to the company in its most recent 13F …

marketbeat.com

0%
OFF

Cerity Partners LLC Has $4.03 Million Stock Holdings In DexCom, …

2 weeks from now

Nov 30, 2024  · Cerity Partners LLC grew its stake in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 190.0% during the 3rd quarter, according to its most recent Form 13F filing …

americanbankingnews.com

6%
OFF

Cerity Partners LLC Has $4.43 Million Stock Holdings In The …

2 weeks from now

Nov 29, 2024  · Cerity Partners LLC increased its position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 202.6% in the third quarter, HoldingsChannel reports. The …

americanbankingnews.com

0%
OFF

Cerity Partners LLC Has $19.21 Million Stock Position In O'Reilly ...

2 weeks from now

Nov 25, 2024  · Cerity Partners LLC boosted its stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) by 53.0% in the 3rd quarter, according to the company in its …

marketbeat.com

5%
OFF

Cerity Partners LLC Has $4.34 Million Stock Position In Imperial Oil ...

2 weeks from now

Nov 29, 2024  · Cerity Partners LLC raised its holdings in Imperial Oil Limited (NYSEAMERICAN:IMO – Free Report) (TSE:IMO) by 95.5% during the third quarter, Holdings …

americanbankingnews.com

3%
OFF

Cerity Partners LLC Has $929,000 Holdings In Materion Co.

2 weeks from now

Dec 5, 2024  · Cerity Partners LLC grew its stake in shares of Materion Co. (NYSE:MTRN – Free Report) by 28.3% in the 3rd quarter, according to its most recent Form 13F filing with the …

etfdailynews.com

6%
OFF

Cerity Partners LLC Has $33.49 Million Stake In ASML Holding …

2 weeks from now

Nov 25, 2024  · Cerity Partners LLC increased its holdings in shares of ASML Holding (NASDAQ:ASML - Free Report) by 22.6% during the third quarter, according to the company …

marketbeat.com

9%
OFF

Cerity Partners LLC Raises Stock Holdings In Mercantile Bank Co ...

2 weeks from now

Dec 5, 2024  · Cerity Partners LLC grew its holdings in shares of Mercantile Bank Co. (NASDAQ:MBWM – Free Report) by 132.9% during the third quarter, Holdings Channel …

etfdailynews.com

1%
OFF

Cerity Partners LLC Has $8.88 Million Stock Holdings In

2 weeks from now

Nov 27, 2024  · Cerity Partners LLC increased its position in shares of Cencora, Inc. (NYSE:COR - Free Report) by 10.1% in the third quarter, according to its most recent 13F filing with the …

marketbeat.com

1%
OFF

Cerity Partners LLC Has $460.54 Million Stake In Alphabet Inc.

2 weeks from now

Dec 7, 2024  · Cerity Partners LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.1% during the 3rd quarter, Holdings Channel.com reports. The firm …

americanbankingnews.com

FAQs about Cerity Partners LLC Has $1.55 Million Stock Holdings in Americold ... Coupon?

How much does Cerity Partners hold in 13F securities?

Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings ...

Where is Cerity Partners based?

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09-17). Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. ...

Does Cerity Partners LLC own Morningstar?

Cerity Partners LLC’s holdings in Morningstar were worth $2,016,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors also recently added to or reduced their stakes in the business. Great Valley Advisor Group Inc. increased its position in Morningstar by 102.1% during the third quarter. ...

What is Cerity Partners' largest holding?

Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings Cerity Partners offers a wide range of advisory services, including investment advisory, insurance planning and risk management, and tax services. ...

How does Cerity Partners invest?

Additionally, Cerity Partners adheres to the principle of asset allocation, investing client assets across different asset classes, such as cash, fixed income, equities, and specialty/private markets. This diversification strategy aims to mitigate risk and optimize returns based on changing economic conditions. ...

What services does Cerity Partners provide?

In addition to investment advisory, Cerity Partners provides tax services such as preparation of individual, family, trust, and corporate tax returns, preparation of annual and multi-year tax projections, tax planning for investments and wealth transfer, preparation of estimated quarterly tax payments, and tax planning for charitable gifting. ...

Install CouponFollow Extension on Chrome

Install the CouponFollow extension to search for discount codes when shopping the fastest!

Install CouponFollow Chrome Extension   Install CouponFollow Chrome Extension