Aperio Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.04M | Buy |
21,380
+2,787
| +15% | +$267K | 0.01% | 1230 |
|
|
2020
Q3 | $1.75M | Sell |
18,593
-761
| -4% | -$74.9K | 0.01% | 1177 |
|
|
2020
Q2 | $1.79M | Sell |
19,354
-2,892
| -13% | -$220K | 0.01% | 1158 |
|
|
2020
Q1 | $1.07M | Buy |
22,246
+8,196
| +58% | +$672K | ﹤0.01% | 1278 |
|
|
2019
Q4 | $1.43M | Sell |
14,050
-1,349
| -9% | -$131K | 0.01% | 1255 |
|
|
2019
Q3 | $1.35M | Sell |
15,399
-2,353
| -13% | -$204K | 0.01% | 1234 |
|
|
2019
Q2 | $1.62M | Buy |
17,752
+3,838
| +28% | +$350K | 0.01% | 1159 |
|
|
2019
Q1 | $1.17M | Sell |
13,914
-515
| -4% | -$43.7K | 0.01% | 1288 |
|
|
2018
Q4 | $1.11M | Sell |
14,429
-2,467
| -15% | -$222K | 0.01% | 1258 |
|
|
2018
Q3 | $1.71M | Buy |
16,896
+984
| +6% | +$110K | 0.01% | 1124 |
|
|
2018
Q2 | $1.94M | Sell |
15,912
-1,674
| -10% | -$196K | 0.01% | 1042 |
|
|
2018
Q1 | $2.01M | Buy |
17,586
+827
| +5% | +$99.5K | 0.01% | 1007 |
|
|
2017
Q4 | $2.08M | Sell |
16,759
-499
| -3% | -$59.2K | 0.01% | 970 |
|
|
2017
Q3 | $1.81M | Sell |
17,258
-154
| -0.9% | -$14.6K | 0.01% | 974 |
|
|
2017
Q2 | $1.61M | Buy |
17,412
+1,102
| +7% | +$94.5K | 0.01% | 986 |
|
|
2017
Q1 | $1.37M | Sell |
16,310
-781
| -5% | -$67.2K | 0.01% | 1025 |
|
|
2016
Q4 | $1.41M | Sell |
17,091
-7,345
| -30% | -$599K | 0.01% | 958 |
|
|
2016
Q3 | $1.89M | Buy |
24,436
+1,474
| +6% | +$128K | 0.01% | 853 |
|
|
2016
Q2 | $1.88M | Sell |
22,962
-2,248
| -9% | -$199K | 0.01% | 830 |
|
|
2016
Q1 | $2.48M | Buy |
25,210
+9,152
| +57% | +$794K | 0.02% | 701 |
|
|
2015
Q4 | $1.38M | Sell |
16,058
-843
| -5% | -$89.4K | 0.01% | 884 |
|
|
2015
Q3 | $2.03M | Buy |
16,901
+11
| +0.1% | +$1.49K | 0.02% | 721 |
|
|
2015
Q2 | $2.5M | Buy |
16,890
+1,776
| +12% | +$256K | 0.03% | 637 |
|
|
2015
Q1 | $2.13M | Buy |
15,114
+789
| +6% | +$116K | 0.02% | 662 |
|
|
2014
Q4 | $2.17M | Buy |
14,325
+696
| +5% | +$104K | 0.03% | 620 |
|
|
2014
Q3 | $2.04M | Buy |
13,629
+234
| +2% | +$33.8K | 0.03% | 612 |
|
|
2014
Q2 | $1.75M | Buy |
13,395
+2,001
| +18% | +$265K | 0.03% | 634 |
|
|
2014
Q1 | $1.59M | Buy |
+11,394
| New | +$1.54M | 0.02% | 787 |
|
|
2013
Q4 | – | Sell |
-10,293
| Closed | -$1.38M | – | 745 |
|
|
2013
Q3 | $1.33M | Buy |
10,293
+1,191
| +13% | +$134K | 0.03% | 741 |
|
|
2013
Q2 | $865K | Buy |
+9,102
| New | +$824K | 0.02% | 819 |
|
Other funds holding PII
CIM
Aperio Group's PII Position: Q4 2020 in Review
Aperio Group increased its Polaris (PII) stake by 15% in Q4 2020, buying an estimated $267K and bringing the position to 21,380 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1230.
Aperio Group first reported a position in PII in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.5M in Q2 2015. 463 funds tracked by Wall St. Rank hold PII as of Q4 2020.
- Aperio Group held 21,380 shares of Polaris worth $2.04M as of Q4 2020.
- Aperio Group bought 2,787 Polaris shares in Q4 2020, an estimated $267K.
- Polaris made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1230 holding.
- Aperio Group first reported a position in Polaris in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Polaris position peaked at $2.5M in Q2 2015.
- 463 funds tracked by Wall St. Rank held Polaris as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.