Donoghue Forlines’s Polaris PII Stock Holding History

Donoghue Forlines’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
2021 Q4	–	Sell	-5,159	Closed	-$617K	–	290
2021 Q3	$617K	Sell	5,159 -8,862	-63%	-$1.13M	0.12%	173
2021 Q2	$1.92M	Buy	14,021 +8,868	+172%	+$1.2M	0.36%	60
2021 Q1	$688K	Sell	5,153 -14,810	-74%	-$1.8M	0.13%	160
2020 Q4	$1.9M	Buy	+19,963	New	+$1.91M	0.37%	41

Other funds holding PII

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIM

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

Donoghue Forlines's PII Position: Q4 2021 in Review

Donoghue Forlines sold out of Polaris (PII) in Q4 2021, closing a stake of 5,159 shares — an estimated $617K sold.

Donoghue Forlines first reported a position in PII in Q4 2020 and held it in 4 quarters. The position peaked at $1.92M in Q2 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

Donoghue Forlines reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
Donoghue Forlines sold 5,159 Polaris shares in Q4 2021, an estimated $617K.
Donoghue Forlines first reported a position in Polaris in Q4 2020 and held it in 4 quarters.
Donoghue Forlines's Polaris position peaked at $1.92M in Q2 2021.
496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Donoghue Forlines's 13F filing for Q4 2021, filed 11 Feb 2022.