$1.2 Billion is the total value of Cerity Partners LLC's 430 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 28 | Q3 2023 | 3.5% |
| Exxon Mobil Corporation | 28 | Q3 2023 | 17.3% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 4.0% |
| Procter & Gamble Company | 28 | Q3 2023 | 2.1% |
| THERMO FISHER SCIENTIFIC INC | 28 | Q3 2023 | 2.6% |
| Intel Corporation | 28 | Q3 2023 | 3.3% |
| UNITEDHEALTH GROUP INC | 28 | Q3 2023 | 1.3% |
| DANAHER CORPORATION | 28 | Q3 2023 | 2.9% |
| Walt Disney | 28 | Q3 2023 | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 1.0% |
View Cerity Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-14 |
View Cerity Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.