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Epoch Investment Partners’s Polaris PII Stock Holding History

Epoch Investment 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
2022
Q4 		– Sell
-8,570
Closed -$820K – 435
2022
Q3 		$820K Sell
8,570
-412,377
-98% -$46.2M 0.01% 357
2022
Q2 		$41.8M Sell
420,947
-1,181
-0.3% -$122K 0.24% 145
2022
Q1 		$44.5M Buy
422,128
+79,910
+23% +$9.11M 0.22% 146
2021
Q4 		$37.6M Buy
+342,218
New +$40.3M 0.19% 159

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Epoch Investment Partners's PII Position: Q4 2022 in Review

Epoch Investment Partners sold out of Polaris (PII) in Q4 2022, closing a stake of 8,570 shares — an estimated $820K sold.

Epoch Investment Partners first reported a position in PII in Q4 2021 and held it in 4 quarters. The position peaked at $44.5M in Q1 2022. 459 funds tracked by Wall St. Rank hold PII as of Q4 2022.

  • Epoch Investment Partners reported no remaining Polaris position as of Q4 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 8,570 Polaris shares in Q4 2022, an estimated $820K.
  • Epoch Investment Partners first reported a position in Polaris in Q4 2021 and held it in 4 quarters.
  • Epoch Investment Partners's Polaris position peaked at $44.5M in Q1 2022.
  • 459 funds tracked by Wall St. Rank held Polaris as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.