EWG Elevate’s Polaris PII Stock Holding History

EWG Elevate’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 Q1	–	Sell	-3	Closed	-$303	–	579
2022 Q4	$303	Buy	+3	New	+$313	﹤0.01%	801

Other funds holding PII

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

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

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, Massachusetts $95.5B AUM 28.4% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWG Elevate's PII Position: Q1 2023 in Review

EWG Elevate sold out of Polaris (PII) in Q1 2023, closing a stake of 3 shares — an estimated $303 sold.

EWG Elevate first reported a position in PII in Q4 2022 and held it in 1 quarter. The position peaked at $303 in Q4 2022. 465 funds tracked by Wall St. Rank hold PII as of Q1 2023.

EWG Elevate reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 3 Polaris shares in Q1 2023, an estimated $303.
EWG Elevate first reported a position in Polaris in Q4 2022 and held it in 1 quarter.
EWG Elevate's Polaris position peaked at $303 in Q4 2022.
465 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.