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Jacobi Capital Management’s Polaris PII Stock Holding History

Jacobi Capital Management’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
Q4 		– Sell
-582
Closed -$70K – 1067
2021
Q3 		$70K Buy
582
+247
+74% +$31.4K 0.01% 577
2021
Q2 		$46K Buy
+335
New +$45.4K 0.01% 647

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Jacobi Capital Management's PII Position: Q4 2021 in Review

Jacobi Capital Management sold out of Polaris (PII) in Q4 2021, closing a stake of 582 shares — an estimated $70K sold.

Jacobi Capital Management first reported a position in PII in Q2 2021 and held it in 2 quarters. The position peaked at $70K in Q3 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

  • Jacobi Capital Management reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 582 Polaris shares in Q4 2021, an estimated $70K.
  • Jacobi Capital Management first reported a position in Polaris in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's Polaris position peaked at $70K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.