Capital International Inc’s Polaris PII Stock Holding History

Capital International Inc’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
2024 Q3	–	Sell	-7,878	Closed	-$617K	–	314
2024 Q2	$617K	Hold	7,878	–	–	0.01%	297
2024 Q1	$789K	Buy	7,878 +1,615	+26%	+$148K	0.01%	297
2023 Q4	$594K	Buy	6,263 +3,554	+131%	+$326K	0.01%	306
2023 Q3	$282K	Buy	2,709 +542	+25%	+$64.4K	0.01%	320
2023 Q2	$262K	Buy	+2,167	New	+$239K	﹤0.01%	332

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Inc's PII Position: Q3 2024 in Review

Capital International Inc sold out of Polaris (PII) in Q3 2024, closing a stake of 7,878 shares — an estimated $617K sold.

Capital International Inc first reported a position in PII in Q2 2023 and held it in 5 quarters. The position peaked at $789K in Q1 2024. 438 funds tracked by Wall St. Rank hold PII as of Q3 2024.

Capital International Inc reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
Capital International Inc sold 7,878 Polaris shares in Q3 2024, an estimated $617K.
Capital International Inc first reported a position in Polaris in Q2 2023 and held it in 5 quarters.
Capital International Inc's Polaris position peaked at $789K in Q1 2024.
438 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Capital International Inc's 13F filing for Q3 2024, filed 13 Nov 2024.