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KMG Fiduciary Partners’s Polaris PII Stock Holding History

KMG Fiduciary Partners’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
2023
Q1 		– Sell
-11,170
Closed -$1.13M – 242
2022
Q4 		$1.13M Buy
11,170
+2,897
+35% +$302K 0.19% 115
2022
Q3 		$791K Buy
8,273
+647
+8% +$72.5K 0.15% 118
2022
Q2 		$757K Buy
7,626
+1,716
+29% +$178K 0.14% 122
2022
Q1 		$622K Buy
5,910
+1,112
+23% +$127K 0.1% 137
2021
Q4 		$527K Buy
4,798
+1,911
+66% +$225K 0.08% 135
2021
Q3 		$345K Buy
2,887
+679
+31% +$86.3K 0.06% 158
2021
Q2 		$302K Buy
2,208
+465
+27% +$63K 0.05% 164
2021
Q1 		$233K Buy
+1,743
New +$212K 0.05% 161

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KMG Fiduciary Partners's PII Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of Polaris (PII) in Q1 2023, closing a stake of 11,170 shares — an estimated $1.13M sold.

KMG Fiduciary Partners first reported a position in PII in Q1 2021 and held it in 8 quarters. The position peaked at $1.13M in Q4 2022. 466 funds tracked by Wall St. Rank hold PII as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,170 Polaris shares in Q1 2023, an estimated $1.13M.
  • KMG Fiduciary Partners first reported a position in Polaris in Q1 2021 and held it in 8 quarters.
  • KMG Fiduciary Partners's Polaris position peaked at $1.13M in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.