Disciplined Investments’s Polaris PII Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-9	Closed	-$1.09K	–	1156
2023 Q2	$1.09K	Sell	9 -2	-18%	-$221	﹤0.01%	928
2023 Q1	$1.22K	Buy	11 +1	+10%	+$111	﹤0.01%	874
2022 Q4	$1.01K	Sell	10 -3	-23%	-$313	﹤0.01%	901
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1033
2022 Q2	$1K	Sell	13 -395	-97%	-$40.9K	﹤0.01%	1061
2022 Q1	$43K	Buy	+408	New	+$46.5K	0.02%	246

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

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

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

CIM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Disciplined Investments's PII Position: Q3 2023 in Review

Disciplined Investments sold out of Polaris (PII) in Q3 2023, closing a stake of 9 shares — an estimated $1.09K sold.

Disciplined Investments first reported a position in PII in Q1 2022 and held it in 6 quarters. The position peaked at $43K in Q1 2022. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

Disciplined Investments reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 9 Polaris shares in Q3 2023, an estimated $1.09K.
Disciplined Investments first reported a position in Polaris in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Polaris position peaked at $43K in Q1 2022.
479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.