AG
POLY

Aperio Group’s Plantronics, Inc. POLY Stock Holding History

Aperio Group’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.5M Buy
55,624
+2,133
+4% +$46.8K ﹤0.01% 1372
2020
Q3 		$633K Sell
53,491
-3,930
-7% -$61.3K ﹤0.01% 1679
2020
Q2 		$843K Buy
57,421
+5,744
+11% +$74.9K ﹤0.01% 1496
2020
Q1 		$520K Buy
51,677
+41,327
+399% +$772K ﹤0.01% 1629
2019
Q4 		$283K Sell
10,350
-5,871
-36% -$177K ﹤0.01% 2089
2019
Q3 		$605K Sell
16,221
-1,916
-11% -$65.2K ﹤0.01% 1652
2019
Q2 		$672K Sell
18,137
-1,272
-7% -$59K ﹤0.01% 1622
2019
Q1 		$895K Buy
19,409
+327
+2% +$14.3K ﹤0.01% 1417
2018
Q4 		$632K Sell
19,082
-202
-1% -$9.98K ﹤0.01% 1556
2018
Q3 		$1.16M Buy
19,284
+751
+4% +$51.4K 0.01% 1325
2018
Q2 		$1.41M Buy
18,533
+575
+3% +$39.7K 0.01% 1185
2018
Q1 		$1.08M Buy
17,958
+637
+4% +$35.5K 0.01% 1269
2017
Q4 		$873K Sell
17,321
-164
-0.9% -$8.06K ﹤0.01% 1384
2017
Q3 		$773K Buy
17,485
+7,017
+67% +$322K ﹤0.01% 1424
2017
Q2 		$548K Buy
10,468
+764
+8% +$41.1K ﹤0.01% 1603
2017
Q1 		$525K Buy
9,704
+600
+7% +$32.7K ﹤0.01% 1517
2016
Q4 		$499K Buy
9,104
+235
+3% +$12.3K ﹤0.01% 1518
2016
Q3 		$461K Buy
8,869
+720
+9% +$35.4K ﹤0.01% 1497
2016
Q2 		$359K Buy
8,149
+1,601
+24% +$66.8K ﹤0.01% 1572
2016
Q1 		$257K Sell
6,548
-3,576
-35% -$140K ﹤0.01% 1737
2015
Q4 		$480K Buy
10,124
+3,446
+52% +$179K ﹤0.01% 1355
2015
Q3 		$340K Buy
6,678
+46
+0.7% +$2.51K ﹤0.01% 1510
2015
Q2 		$373K Buy
6,632
+476
+8% +$26.5K ﹤0.01% 1490
2015
Q1 		$326K Sell
6,156
-130
-2% -$6.65K ﹤0.01% 1521
2014
Q4 		$333K Sell
6,286
-215
-3% -$10.8K ﹤0.01% 1439
2014
Q3 		$311K Buy
6,501
+1,091
+20% +$52.2K ﹤0.01% 1372
2014
Q2 		$260K Buy
+5,410
New +$241K ﹤0.01% 1471

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Aperio Group's POLY Position: Q4 2020 in Review

Aperio Group increased its Plantronics, Inc. (POLY) stake by 4% in Q4 2020, buying an estimated $46.8K and bringing the position to 55,624 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Aperio Group first reported a position in POLY in Q2 2014 and has held it in 27 quarters since. 166 funds tracked by Wall St. Rank hold POLY as of Q4 2020.

  • Aperio Group held 55,624 shares of Plantronics, Inc. worth $1.5M as of Q4 2020.
  • Aperio Group bought 2,133 Plantronics, Inc. shares in Q4 2020, an estimated $46.8K.
  • Plantronics, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1372 holding.
  • Aperio Group first reported a position in Plantronics, Inc. in Q2 2014 and has held it in 27 quarters since.
  • 166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.