ALEX ALEXANDER & BALDWIN INC NEW

Ownership history in Cerity Partners LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Cerity Partners LLC reported a position in ALEXANDER & BALDWIN INC NEW (ALEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 50,890 +5,473 +12.1% 0.00% $926K $17.89
2025 Q2 ADDED 45,417 +29,162 +179.4% 0.00% $810K $17.32
2025 Q1 REDUCED 16,255 -5,627 -25.7% 0.00% $280K $16.53
2024 Q3 ADDED 21,882 +7,142 +48.5% 0.00% $420K $17.96
2024 Q2 REDUCED 14,740 -6,524 -30.7% 0.00% $250K $15.68
2024 Q1 ADDED 21,264 +10,176 +91.8% 0.00% $350K $15.03
2023 Q4 INITIATED 11,088 0.00% $211K
% of Fund (quarterly)    ALEX price (monthly, adj. close)
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