Hayden Royal’s Polaris PII Stock Holding History

Hayden Royal’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
2019 Q4	–	Sell	-2,504	Closed	-$220K	–	238
2019 Q3	$220K	Buy	+2,504	New	+$217K	0.19%	148
2019 Q1	–	Sell	-6,198	Closed	-$475K	–	187
2018 Q4	$475K	Buy	+6,198	New	+$557K	0.24%	92

Other funds holding PII

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hayden Royal's PII Position: Q4 2019 in Review

Hayden Royal sold out of Polaris (PII) in Q4 2019, closing a stake of 2,504 shares — an estimated $220K sold.

Hayden Royal first reported a position in PII in Q4 2018 and held it in 2 quarters. The position peaked at $475K in Q4 2018. 474 funds tracked by Wall St. Rank hold PII as of Q4 2019.

Hayden Royal reported no remaining Polaris position as of Q4 2019 after selling out during the quarter.
Hayden Royal sold 2,504 Polaris shares in Q4 2019, an estimated $220K.
Hayden Royal first reported a position in Polaris in Q4 2018 and held it in 2 quarters.
Hayden Royal's Polaris position peaked at $475K in Q4 2018.
474 funds tracked by Wall St. Rank held Polaris as of Q4 2019.

Based on Hayden Royal's 13F filing for Q4 2019, filed 24 Feb 2020.