BPM
POLY

Bowling Portfolio Management’s Plantronics, Inc. POLY Stock Holding History

Bowling Portfolio Management’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
2019
Q2 		– Sell
-8,759
Closed -$404K – 421
2019
Q1 		$404K Sell
8,759
-37
-0.4% -$1.61K 0.06% 310
2018
Q4 		$291K Buy
+8,796
New +$434K 0.05% 321

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bowling Portfolio Management's POLY Position: Q2 2019 in Review

Bowling Portfolio Management sold out of Plantronics, Inc. (POLY) in Q2 2019, closing a stake of 8,759 shares — an estimated $404K sold.

Bowling Portfolio Management first reported a position in POLY in Q4 2018 and held it in 2 quarters. The position peaked at $404K in Q1 2019. 203 funds tracked by Wall St. Rank hold POLY as of Q2 2019.

  • Bowling Portfolio Management reported no remaining Plantronics, Inc. position as of Q2 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 8,759 Plantronics, Inc. shares in Q2 2019, an estimated $404K.
  • Bowling Portfolio Management first reported a position in Plantronics, Inc. in Q4 2018 and held it in 2 quarters.
  • Bowling Portfolio Management's Plantronics, Inc. position peaked at $404K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.