Marietta Wealth Management’s Polaris PII Stock Holding History

Marietta Wealth 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
2020 Q3	–	Sell	-2,737	Closed	-$253K	–	110
2020 Q2	$253K	Buy	+2,737	New	+$209K	0.09%	106

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

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

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

CIM

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Marietta Wealth Management's PII Position: Q3 2020 in Review

Marietta Wealth Management sold out of Polaris (PII) in Q3 2020, closing a stake of 2,737 shares — an estimated $253K sold.

Marietta Wealth Management first reported a position in PII in Q2 2020 and held it in 1 quarter. The position peaked at $253K in Q2 2020. 431 funds tracked by Wall St. Rank hold PII as of Q3 2020.

Marietta Wealth Management reported no remaining Polaris position as of Q3 2020 after selling out during the quarter.
Marietta Wealth Management sold 2,737 Polaris shares in Q3 2020, an estimated $253K.
Marietta Wealth Management first reported a position in Polaris in Q2 2020 and held it in 1 quarter.
Marietta Wealth Management's Polaris position peaked at $253K in Q2 2020.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on Marietta Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.