ITRI β€” ITRON INC

Ownership history in Cerity Partners LLC  Β·  7 quarters on record

AI Ownership Summary

Cerity Partners LLC reported ITRON INC (ITRI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows ITRI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ITRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in ITRON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ITRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners LLC held ITRI β€” position size vs. price
% of Fund (quarterly)    ITRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,249 +818 +15.1% 0.00% $778K 2025-10-22 $132.44
2025 Q2 ADDED 5,431 +503 +10.2% 0.00% $715K 2025-08-13 $128.50
2025 Q1 ADDED 4,928 +1,701 +52.7% 0.00% $516K 2025-04-30 $111.29
2024 Q4 REDUCED 3,227 -1,026 -24.1% 0.00% $347K 2025-02-13 $98.67
2024 Q3 ADDED 4,253 +1,864 +78.0% 0.00% $454K 2024-11-12 $121.23
2024 Q1 ADDED 2,389 +1,967 +466.1% 0.00% $221K 2024-05-14 $107.27
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cerity Partners LLC and ITRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning ITRI?

Cerity Partners LLC reported ITRI across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ITRI position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for ITRI was 0.00% in 2025 Q2.

What is the latest reported ITRI position on this page?

The most recent filing on this page is 2025 Q3, when Cerity Partners LLC reported 6,249 shares, equal to 0.00% of portfolio, with an estimated market value of $778K.

What does the chart on this ITRI ownership page compare?

The chart compares Cerity Partners LLC's quarterly ITRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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