Annapolis Financial Services’s Polaris PII Stock Holding History

Annapolis Financial Services’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
2024 Q3	$3.25K	Hold	39	–	–	﹤0.01%	337
2024 Q2	$3.06K	Hold	39	–	–	﹤0.01%	330
2024 Q1	$3.9K	Hold	39	–	–	﹤0.01%	319
2023 Q4	$3.7K	Hold	39	–	–	﹤0.01%	408
2023 Q3	$4.06K	Hold	39	–	–	﹤0.01%	398
2023 Q2	$4.72K	Hold	39	–	–	﹤0.01%	398
2023 Q1	$4.32K	Hold	39	–	–	﹤0.01%	369
2022 Q4	$3.94K	Hold	39	–	–	﹤0.01%	365
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	417
2022 Q2	$4K	Hold	39	–	–	﹤0.01%	353
2022 Q1	$4K	Hold	39	–	–	﹤0.01%	366
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	371
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	336
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	315
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	301
2020 Q4	$4K	Buy	+39	New	+$3.73K	﹤0.01%	322

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Annapolis Financial Services's PII Position: Q3 2024 in Review

Annapolis Financial Services held its Polaris (PII) position steady in Q3 2024 at 39 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Annapolis Financial Services first reported a position in PII in Q4 2020 and has held it in 16 quarters since. The position peaked at $5K in Q3 2021. 438 funds tracked by Wall St. Rank hold PII as of Q3 2024.

Annapolis Financial Services held 39 shares of Polaris worth $3.25K as of Q3 2024.
Annapolis Financial Services left its Polaris share count unchanged in Q3 2024.
Polaris made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #337 holding.
Annapolis Financial Services first reported a position in Polaris in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Polaris position peaked at $5K in Q3 2021.
438 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.