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Hurlow Wealth Management Group’s Polaris PII Stock Holding History

Hurlow Wealth Management Group’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
2021
Q3 		– Sell
-1,600
Closed -$219K – 97
2021
Q2 		$219K Sell
1,600
-19
-1% -$2.58K 0.14% 88
2021
Q1 		$216K Buy
+1,619
New +$197K 0.16% 91
2019
Q2 		– Sell
-2,094
Closed -$202K – 97
2019
Q1 		$202K Buy
+2,094
New +$178K 0.22% 94

Other funds holding PII

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hurlow Wealth Management Group's PII Position: Q3 2021 in Review

Hurlow Wealth Management Group sold out of Polaris (PII) in Q3 2021, closing a stake of 1,600 shares — an estimated $219K sold.

Hurlow Wealth Management Group first reported a position in PII in Q1 2019 and held it in 3 quarters. The position peaked at $219K in Q2 2021. 476 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Hurlow Wealth Management Group reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 1,600 Polaris shares in Q3 2021, an estimated $219K.
  • Hurlow Wealth Management Group first reported a position in Polaris in Q1 2019 and held it in 3 quarters.
  • Hurlow Wealth Management Group's Polaris position peaked at $219K in Q2 2021.
  • 476 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2021, filed 8 Oct 2021.