Cerity Partners LLC Top Holdings 13F Filings - Holdings Channel

99 rows · As of 09/30/2024, below is a summary of the Cerity Partners LLC top holdings by largest position size, as per the latest 13f filing made by Cerity Partners LLC. In the Cerity …

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CERITY PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

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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

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Unilever PLC (NYSE:UL) Stake Boosted By Cerity Partners LLC

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Apr 17, 2024 · Cerity Partners LLC increased its position in shares of Unilever PLC (NYSE:UL – Free Report) by 8.5% during the 4th quarter, according to its most recent disclosure with the …

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Cerity Partners 13F Annual Report (2024) - Wallmine

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$37.9 trillion Assets Under Management (AUM) As of 6th August 2024, Cerity Partners’s top holding is 8,512,842 shares of Vanguard Index Fds currently worth over $2.77 trillion and …

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Cerity Partners LLC 13F Portfolio - HedgeFollow

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Hedge Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Cerity Partners LLC: Cerity Partners LLC: 7.91%: $36849266000

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$36.8Billion Cerity Partners LLC Q2 2024 13F Holdings Report, …

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Cerity Partners LLC reported 2219 stock holdings with total value $36.8B as of Q2 2024. Top holdings included VOO, AAPL, MSFT, PG, and IVV. Open main menu. PortfolioSavvy ...

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Cerity Partners LLC Has $8.65 Million Stock Holdings In Phillips 66 ...

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18 hours ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and …

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Cerity Partners LLC Has $8.35 Million Stock Holdings In Unilever …

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Aug 28, 2023 · Cerity Partners LLC lifted its holdings in Unilever PLC (NYSE:UL – Free Report) by 34.3% in the first quarter, according to its most recent disclosure with the Securities & …

americanbankingnews.com

$256000
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Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Shares Sold

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1 day ago · Larson Financial Group LLC now owns 1,332 shares of the industrial products company's stock worth $256,000 after purchasing an additional 136 shares in the last quarter. …

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Unilever PLC (UL) Stock Major Holders - Yahoo Finance

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Holder Shares Date Reported % Out Value; Vanguard Fenway Funds-Equity Income Fund : 11.41M : Jun 30, 2024 : 0.46% : 673,170,045 : Vanguard/Wellesley Income Fund

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Custom, Comprehensive Wealth Management | Cerity Partners

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Employee Stock Ownership Plans ... On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to …

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FAQs about Cerity Partners LLC Top Holdings 13F Filings - Holdings Channel Coupon?

What are Cerity Partners' Top holdings in 2024?

As of 6th August 2024, Cerity Partners’s top holding is 8,512,842 shares of Vanguard Index Fds currently worth over $2.77 trillion and making up 7.6% of the portfolio value. In addition, the fund holds 6,154,405 shares of Apple Inc worth $1.3 trillion, whose value grew 17.6% in the past six months. ...

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 own LabCorp?

According to the last 13-F report filed with the SEC, Arthur Prostick serves as the Chief Compliance Officer at Cerity Partners. In the most recent 13F filing, Cerity Partners revealed that it had opened a new position in Labcorp and bought 72,884 shares worth $14.8 billion. This means they effectively own approximately 0.1% of the company. ...

Does Cerity Partners own Phillips 66?

Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,830 shares of the oil and gas company’s stock after acquiring an additional 5,255 shares during the period. ...

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. ...