Csenge Advisory Group’s Polaris PII Stock Holding History

Csenge Advisory Group’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
2022 Q1	–	Sell	-2,998	Closed	-$403K	–	686
2021 Q4	$403K	Buy	2,998 +14	+0.5%	+$1.65K	0.04%	389
2021 Q3	$362K	Sell	2,984 -14	-0.5%	-$1.78K	0.03%	430
2021 Q2	$403K	Sell	2,998 -97	-3%	-$13.2K	0.04%	390
2021 Q1	$428K	Sell	3,095 -69	-2%	-$8.41K	0.04%	316
2020 Q4	$301K	Sell	3,164 -1,946	-38%	-$186K	0.04%	323
2020 Q3	$518K	Sell	5,110 -411	-7%	-$40.5K	0.07%	214
2020 Q2	$511K	Buy	+5,521	New	+$421K	0.07%	188
2018 Q4	–	Sell	-13	Closed	-$1K	–	1125
2018 Q3	$1K	Buy	+13	New	+$1.45K	﹤0.01%	907

Other funds holding PII

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return