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Aperio Group’s Polaris PII Stock Holding History

Aperio Group’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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.