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Kelly Financial Services’s Polaris PII Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-110
Closed -$8.62K – 573
2024
Q2 		$8.62K Hold
110
– – ﹤0.01% 435
2024
Q1 		$11K Buy
+110
New +$10.1K ﹤0.01% 421
2019
Q2 		– Sell
-75
Closed -$6.33K – 513
2019
Q1 		$6.33K Buy
+75
New +$6.36K 0.01% 272

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kelly Financial Services's PII Position: Q3 2024 in Review

Kelly Financial Services sold out of Polaris (PII) in Q3 2024, closing a stake of 110 shares — an estimated $8.62K sold.

Kelly Financial Services first reported a position in PII in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q1 2024. 440 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Kelly Financial Services reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 110 Polaris shares in Q3 2024, an estimated $8.62K.
  • Kelly Financial Services first reported a position in Polaris in Q1 2019 and held it in 3 quarters.
  • Kelly Financial Services's Polaris position peaked at $11K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.