1834 Investment Advisors’s Polaris PII Stock Holding History

1834 Investment Advisors’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-350	Closed	-$35K	–	382
2022 Q2	$35K	Hold	350	–	–	﹤0.01%	297
2022 Q1	$37K	Hold	350	–	–	﹤0.01%	266
2021 Q4	$38K	Hold	350	–	–	﹤0.01%	279
2021 Q3	$42K	Hold	350	–	–	0.01%	276
2021 Q2	$48K	Buy	+350	New	+$47.4K	0.01%	276
2019 Q4	–	Sell	-250	Closed	-$22K	–	478
2019 Q3	$22K	Buy	+250	New	+$21.7K	﹤0.01%	319

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

1834 Investment Advisors's PII Position: Q3 2022 in Review

1834 Investment Advisors sold out of Polaris (PII) in Q3 2022, closing a stake of 350 shares — an estimated $35K sold.

1834 Investment Advisors first reported a position in PII in Q3 2019 and held it in 6 quarters. The position peaked at $48K in Q2 2021. 431 funds tracked by Wall St. Rank hold PII as of Q3 2022.

1834 Investment Advisors reported no remaining Polaris position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 350 Polaris shares in Q3 2022, an estimated $35K.
1834 Investment Advisors first reported a position in Polaris in Q3 2019 and held it in 6 quarters.
1834 Investment Advisors's Polaris position peaked at $48K in Q2 2021.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.