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Boston Trust Walden’s Polaris PII Stock Holding History

Boston Trust Walden’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
Q2 		– Sell
-138,707
Closed -$6.68M – 366
2020
Q1 		$6.68M Buy
138,707
+38
+0% +$3.12K 0.11% 203
2019
Q4 		$14.1M Buy
138,669
+4,432
+3% +$430K 0.16% 177
2019
Q3 		$11.8M Buy
134,237
+12,459
+10% +$1.08M 0.15% 190
2019
Q2 		$11.1M Buy
121,778
+10,256
+9% +$934K 0.14% 188
2019
Q1 		$9.41M Buy
111,522
+9,006
+9% +$764K 0.13% 200
2018
Q4 		$7.86M Buy
102,516
+34,004
+50% +$3.06M 0.13% 194
2018
Q3 		$6.92M Buy
68,512
+791
+1% +$88.3K 0.1% 212
2018
Q2 		$8.27M Buy
67,721
+4,308
+7% +$504K 0.12% 198
2018
Q1 		$7.26M Buy
63,413
+149
+0.2% +$17.9K 0.11% 203
2017
Q4 		$7.84M Buy
63,264
+300
+0.5% +$35.6K 0.12% 202
2017
Q3 		$6.59M Buy
62,964
+494
+0.8% +$46.8K 0.1% 214
2017
Q2 		$5.76M Buy
62,470
+1,870
+3% +$160K 0.09% 214
2017
Q1 		$5.08M Buy
60,600
+6,760
+13% +$582K 0.08% 220
2016
Q4 		$4.44M Sell
53,840
-151
-0.3% -$12.3K 0.07% 224
2016
Q3 		$4.18M Buy
+53,991
New +$4.69M 0.07% 228

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Trust Walden's PII Position: Q2 2020 in Review

Boston Trust Walden sold out of Polaris (PII) in Q2 2020, closing a stake of 138,707 shares — an estimated $6.68M sold.

Boston Trust Walden first reported a position in PII in Q3 2016 and held it in 15 quarters. The position peaked at $14.1M in Q4 2019. 419 funds tracked by Wall St. Rank hold PII as of Q2 2020.

  • Boston Trust Walden reported no remaining Polaris position as of Q2 2020 after selling out during the quarter.
  • Boston Trust Walden sold 138,707 Polaris shares in Q2 2020, an estimated $6.68M.
  • Boston Trust Walden first reported a position in Polaris in Q3 2016 and held it in 15 quarters.
  • Boston Trust Walden's Polaris position peaked at $14.1M in Q4 2019.
  • 419 funds tracked by Wall St. Rank held Polaris as of Q2 2020.

Based on Boston Trust Walden's 13F filing for Q2 2020, filed 23 Jul 2020.