BTW
POLY

Boston Trust Walden’s Plantronics, Inc. POLY Stock Holding History

Boston Trust Walden’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
2018
Q3 		– Sell
-229,162
Closed -$17.5M – 384
2018
Q2 		$17.5M Sell
229,162
-88,498
-28% -$6.11M 0.26% 122
2018
Q1 		$19.2M Sell
317,660
-18,285
-5% -$1.02M 0.29% 110
2017
Q4 		$16.9M Sell
335,945
-107,398
-24% -$5.28M 0.25% 125
2017
Q3 		$19.6M Sell
443,343
-4,170
-0.9% -$192K 0.31% 104
2017
Q2 		$23.4M Sell
447,513
-101,636
-19% -$5.47M 0.38% 80
2017
Q1 		$29.7M Sell
549,149
-52,182
-9% -$2.84M 0.46% 73
2016
Q4 		$32.9M Sell
601,331
-19,567
-3% -$1.02M 0.52% 66
2016
Q3 		$32.3M Sell
620,898
-2,326
-0.4% -$114K 0.53% 62
2016
Q2 		$27.4M Sell
623,224
-8,378
-1% -$349K 0.47% 75
2016
Q1 		$24.8M Sell
631,602
-6,961
-1% -$273K 0.43% 80
2015
Q4 		$30.3M Sell
638,563
-193,407
-23% -$10M 0.56% 46
2015
Q3 		$42.3M Sell
831,970
-34,693
-4% -$1.9M 0.71% 36
2015
Q2 		$48.8M Buy
866,663
+7,538
+0.9% +$420K 0.74% 31
2015
Q1 		$45.5M Sell
859,125
-24,484
-3% -$1.25M 0.68% 45
2014
Q4 		$46.8M Sell
883,609
-37,273
-4% -$1.87M 0.7% 43
2014
Q3 		$44M Sell
920,882
-29,181
-3% -$1.4M 0.68% 43
2014
Q2 		$45.7M Sell
950,063
-89,350
-9% -$3.98M 0.66% 49
2014
Q1 		$46.2M Sell
1,039,413
-23,656
-2% -$1.04M 0.69% 46
2013
Q4 		$49.4M Sell
1,063,069
-72,140
-6% -$3.25M 0.72% 47
2013
Q3 		$52.3M Sell
1,135,209
-7,766
-0.7% -$355K 0.8% 32
2013
Q2 		$50.2M Buy
+1,142,975
New +$51.2M 0.81% 31

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Trust Walden's POLY Position: Q3 2018 in Review

Boston Trust Walden sold out of Plantronics, Inc. (POLY) in Q3 2018, closing a stake of 229,162 shares — an estimated $17.5M sold.

Boston Trust Walden first reported a position in POLY in Q2 2013 and held it in 21 quarters. The position peaked at $52.3M in Q3 2013. 241 funds tracked by Wall St. Rank hold POLY as of Q3 2018.

  • Boston Trust Walden reported no remaining Plantronics, Inc. position as of Q3 2018 after selling out during the quarter.
  • Boston Trust Walden sold 229,162 Plantronics, Inc. shares in Q3 2018, an estimated $17.5M.
  • Boston Trust Walden first reported a position in Plantronics, Inc. in Q2 2013 and held it in 21 quarters.
  • Boston Trust Walden's Plantronics, Inc. position peaked at $52.3M in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2018.

Based on Boston Trust Walden's 13F filing for Q3 2018, filed 23 Oct 2018.