EARNEST Partners’s Polaris PII Stock Holding History

EARNEST 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	-28	Closed	-$2.92K	–	883
2023 Q3	$2.92K	Hold	28	–	–	﹤0.01%	932
2023 Q2	$3.39K	Hold	28	–	–	﹤0.01%	895
2023 Q1	$3.1K	Hold	28	–	–	﹤0.01%	913
2022 Q4	$2.83K	Hold	28	–	–	﹤0.01%	940
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	912
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	936
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	960
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	975
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	976
2021 Q2	$4K	Hold	28	–	–	﹤0.01%	930
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	923
2020 Q4	$3K	Hold	28	–	–	﹤0.01%	957
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	911
2020 Q2	$3K	Hold	28	–	–	﹤0.01%	883
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	1026
2019 Q4	$3K	Hold	28	–	–	﹤0.01%	948
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	1003
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	936
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	1023
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	990
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	957
2018 Q2	$3K	Hold	28	–	–	﹤0.01%	956
2018 Q1	$3K	Hold	28	–	–	﹤0.01%	929
2017 Q4	$3K	Buy	+28	New	+$3.32K	﹤0.01%	923
2017 Q1	–	Sell	-28	Closed	-$2K	–	729
2016 Q4	$2K	Buy	+28	New	+$2.28K	﹤0.01%	948

Other funds holding PII

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners's PII Position: Q4 2023 in Review

EARNEST Partners sold out of Polaris (PII) in Q4 2023, closing a stake of 28 shares — an estimated $2.92K sold.

EARNEST Partners first reported a position in PII in Q4 2016 and held it in 25 quarters. The position peaked at $4K in Q2 2021. 475 funds tracked by Wall St. Rank hold PII as of Q4 2023.

EARNEST Partners reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 28 Polaris shares in Q4 2023, an estimated $2.92K.
EARNEST Partners first reported a position in Polaris in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Polaris position peaked at $4K in Q2 2021.
475 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.