Kercheville Advisors’s Polaris PII Stock Holding History

Kercheville Advisors’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 Q2	–	Sell	-4,800	Closed	-$641K	–	123
2021 Q1	$641K	Buy	+4,800	New	+$585K	0.32%	68

Other funds holding PII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kercheville Advisors's PII Position: Q2 2021 in Review

Kercheville Advisors sold out of Polaris (PII) in Q2 2021, closing a stake of 4,800 shares — an estimated $641K sold.

Kercheville Advisors first reported a position in PII in Q1 2021 and held it in 1 quarter. The position peaked at $641K in Q1 2021. 503 funds tracked by Wall St. Rank hold PII as of Q2 2021.

Kercheville Advisors reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
Kercheville Advisors sold 4,800 Polaris shares in Q2 2021, an estimated $641K.
Kercheville Advisors first reported a position in Polaris in Q1 2021 and held it in 1 quarter.
Kercheville Advisors's Polaris position peaked at $641K in Q1 2021.
503 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on Kercheville Advisors's 13F filing for Q2 2021, filed 15 Nov 2021.