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Capital Insight Partners’s Polaris PII Stock Holding History

Capital Insight Partners’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
2023
Q4 		– Sell
-5,203
Closed -$542K – 167
2023
Q3 		$542K Sell
5,203
-144
-3% -$17.1K 0.12% 108
2023
Q2 		$647K Sell
5,347
-3,589
-40% -$397K 0.14% 102
2023
Q1 		$989K Sell
8,936
-4,444
-33% -$492K 0.23% 95
2022
Q4 		$1.35M Sell
13,380
-7,014
-34% -$731K 0.35% 76
2022
Q3 		$1.95M Sell
20,394
-327
-2% -$36.7K 0.53% 67
2022
Q2 		$2.06M Sell
20,721
-205
-1% -$21.2K 0.48% 68
2022
Q1 		$2.2M Buy
+20,926
New +$2.38M 0.45% 75

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Insight Partners's PII Position: Q4 2023 in Review

Capital Insight Partners sold out of Polaris (PII) in Q4 2023, closing a stake of 5,203 shares — an estimated $542K sold.

Capital Insight Partners first reported a position in PII in Q1 2022 and held it in 7 quarters. The position peaked at $2.2M in Q1 2022. 474 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • Capital Insight Partners reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • Capital Insight Partners sold 5,203 Polaris shares in Q4 2023, an estimated $542K.
  • Capital Insight Partners first reported a position in Polaris in Q1 2022 and held it in 7 quarters.
  • Capital Insight Partners's Polaris position peaked at $2.2M in Q1 2022.
  • 474 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Capital Insight Partners's 13F filing for Q4 2023, filed 24 Jan 2024.