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Mendota Financial Group’s Polaris PII Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-1,356
Closed -$141K – 394
2023
Q3 		$141K Hold
1,356
– – 0.15% 65
2023
Q2 		$164K Buy
1,356
+120
+10% +$13.3K 0.19% 49
2023
Q1 		$130K Sell
1,236
-120
-9% -$13.3K 0.13% 72
2022
Q4 		$137K Buy
+1,356
New +$141K 0.17% 64

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mendota Financial Group's PII Position: Q4 2023 in Review

Mendota Financial Group sold out of Polaris (PII) in Q4 2023, closing a stake of 1,356 shares — an estimated $141K sold.

Mendota Financial Group first reported a position in PII in Q4 2022 and held it in 4 quarters. The position peaked at $164K in Q2 2023. 474 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • Mendota Financial Group reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 1,356 Polaris shares in Q4 2023, an estimated $141K.
  • Mendota Financial Group first reported a position in Polaris in Q4 2022 and held it in 4 quarters.
  • Mendota Financial Group's Polaris position peaked at $164K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.