Essex Investment Management’s Polaris PII Stock Holding History

Essex Investment Management’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 Q1	–	Sell	-765	Closed	-$84K	–	414
2021 Q4	$84K	Sell	765 -40	-5%	-$4.71K	0.01%	330
2021 Q3	$96K	Hold	805	–	–	0.01%	336
2021 Q2	$110K	Hold	805	–	–	0.01%	337
2021 Q1	$107K	Sell	805 -65	-7%	-$7.92K	0.01%	353
2020 Q4	$83K	Sell	870 -22,595	-96%	-$2.16M	0.01%	378
2020 Q3	$2.21M	Buy	+23,465	New	+$2.31M	0.32%	100
2014 Q4	–	Sell	-1,562	Closed	-$234K	–	346
2014 Q3	$234K	Buy	+1,562	New	+$226K	0.04%	315

Other funds holding PII

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's PII Position: Q1 2022 in Review

Essex Investment Management sold out of Polaris (PII) in Q1 2022, closing a stake of 765 shares — an estimated $84K sold.

Essex Investment Management first reported a position in PII in Q3 2014 and held it in 7 quarters. The position peaked at $2.21M in Q3 2020. 453 funds tracked by Wall St. Rank hold PII as of Q1 2022.

Essex Investment Management reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
Essex Investment Management sold 765 Polaris shares in Q1 2022, an estimated $84K.
Essex Investment Management first reported a position in Polaris in Q3 2014 and held it in 7 quarters.
Essex Investment Management's Polaris position peaked at $2.21M in Q3 2020.
453 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.