Financial Gravity Asset Management’s Plantronics, Inc. POLY Stock Holding History

Financial Gravity Asset Management’s Portfolio POLY Stock Details POLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$0	Buy	+1	New	+$22	﹤0.01%	699
2019 Q4	$27K	Sell	39 -8	-17%	-$241	0.02%	917
2019 Q3	$2K	Buy	47 +6	+15%	+$204	﹤0.01%	948
2019 Q2	$2K	Sell	41 -73	-64%	-$3.39K	﹤0.01%	972
2019 Q1	$5K	Buy	+114	New	+$4.97K	﹤0.01%	712
2018 Q3	$10K	Buy	170 +40	+31%	+$2.74K	0.01%	582
2018 Q2	$9K	Sell	130 -47	-27%	-$3.25K	0.01%	604
2018 Q1	$12K	Buy	+177	New	+$9.87K	0.01%	569

Other funds holding POLY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Financial Gravity Asset Management's POLY Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Plantronics, Inc. (POLY) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in POLY as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in POLY in Q1 2018 and has held it in 8 quarters since. The position peaked at $27K in Q4 2019. 166 funds tracked by Wall St. Rank hold POLY as of Q4 2020.

Financial Gravity Asset Management held 1 share of Plantronics, Inc. worth $0 as of Q4 2020.
Plantronics, Inc. was a new Financial Gravity Asset Management position in Q4 2020.
Plantronics, Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #699 holding.
Financial Gravity Asset Management first reported a position in Plantronics, Inc. in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Plantronics, Inc. position peaked at $27K in Q4 2019.
166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.