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EDMP Inc’s Polaris PII Stock Holding History

EDMP 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
Q4 		– Sell
-2,939
Closed -$245K – 77
2024
Q3 		$245K Sell
2,939
-7
-0.2% -$569 0.2% 72
2024
Q2 		$231K Buy
2,946
+144
+5% +$12.2K 0.21% 72
2024
Q1 		$281K Buy
2,802
+359
+15% +$33K 0.23% 67
2023
Q4 		$232K Buy
+2,443
New +$224K 0.21% 66
2023
Q3 		– Sell
-1,732
Closed -$209K – 69
2023
Q2 		$209K Buy
+1,732
New +$191K 0.2% 64

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

EDMP Inc's PII Position: Q4 2024 in Review

EDMP Inc sold out of Polaris (PII) in Q4 2024, closing a stake of 2,939 shares — an estimated $245K sold.

EDMP Inc first reported a position in PII in Q2 2023 and held it in 5 quarters. The position peaked at $281K in Q1 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • EDMP Inc reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • EDMP Inc sold 2,939 Polaris shares in Q4 2024, an estimated $245K.
  • EDMP Inc first reported a position in Polaris in Q2 2023 and held it in 5 quarters.
  • EDMP Inc's Polaris position peaked at $281K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on EDMP Inc's 13F filing for Q4 2024, filed 29 Jan 2025.