FourThought Financial’s Polaris PII Stock Holding History

FourThought Financial’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 Q3	$1K	Buy	15 +4	+36%	+$448	﹤0.01%	1440
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	1427
2022 Q1	$1K	Sell	11 -46	-81%	-$5.24K	﹤0.01%	1419
2021 Q4	$6K	Hold	57	–	–	﹤0.01%	1183
2021 Q3	$6K	Hold	57	–	–	﹤0.01%	1197
2021 Q2	$7K	Sell	57 -5	-8%	-$678	﹤0.01%	1163
2021 Q1	$8K	Hold	62	–	–	﹤0.01%	1107
2020 Q4	$5K	Buy	+62	New	+$5.93K	﹤0.01%	1152

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

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

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

FourThought Financial's PII Position: Q3 2022 in Review

FourThought Financial increased its Polaris (PII) stake by 36% in Q3 2022, buying an estimated $448 and bringing the position to 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

FourThought Financial first reported a position in PII in Q4 2020 and has held it in 8 quarters since. The position peaked at $8K in Q1 2021. 431 funds tracked by Wall St. Rank hold PII as of Q3 2022.

FourThought Financial held 15 shares of Polaris worth $1K as of Q3 2022.
FourThought Financial bought 4 Polaris shares in Q3 2022, an estimated $448.
Polaris made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1440 holding.
FourThought Financial first reported a position in Polaris in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Polaris position peaked at $8K in Q1 2021.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.