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H.L. Ormond & Company’s Polaris PII Stock Holding History

H.L. Ormond & Company’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 		$628K Sell
6,568
-72
-1% -$8.07K 1.01% 49
2022
Q2 		$659K Sell
6,640
-134
-2% -$13.9K 1.07% 47
2022
Q1 		$714K Buy
6,774
+13
+0.2% +$1.48K 0.87% 56
2021
Q4 		$807K Buy
+6,761
New +$796K 0.95% 50

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

H.L. Ormond & Company's PII Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Polaris (PII) stake by 1.1% in Q3 2022, selling an estimated $8.07K and leaving 6,568 shares worth $628K. The position accounts for 1.01% of the portfolio, ranked #49.

H.L. Ormond & Company first reported a position in PII in Q4 2021 and has held it in 4 quarters since. The position peaked at $807K in Q4 2021. 430 funds tracked by Wall St. Rank hold PII as of Q3 2022.

  • H.L. Ormond & Company held 6,568 shares of Polaris worth $628K as of Q3 2022.
  • H.L. Ormond & Company sold 72 Polaris shares in Q3 2022, an estimated $8.07K.
  • Polaris made up 1.01% of H.L. Ormond & Company's portfolio in Q3 2022, its #49 holding.
  • H.L. Ormond & Company first reported a position in Polaris in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Polaris position peaked at $807K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.