GIA
POLY

Gladstone Institutional Advisory’s Plantronics, Inc. POLY Stock Holding History

Gladstone Institutional Advisory’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
2021
Q3 		– Sell
-4,953
Closed -$207K – 611
2021
Q2 		$207K Buy
+4,953
New +$185K 0.02% 476

Other funds holding POLY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Gladstone Institutional Advisory's POLY Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Plantronics, Inc. (POLY) in Q3 2021, closing a stake of 4,953 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in POLY in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 161 funds tracked by Wall St. Rank hold POLY as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Plantronics, Inc. position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,953 Plantronics, Inc. shares in Q3 2021, an estimated $207K.
  • Gladstone Institutional Advisory first reported a position in Plantronics, Inc. in Q2 2021 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Plantronics, Inc. position peaked at $207K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.