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Meristem Family Wealth’s Polaris PII Stock Holding History

Meristem Family Wealth’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
Q4 		– Sell
-2,225
Closed -$266K – 420
2021
Q3 		$266K Buy
2,225
+25
+1% +$3.18K 0.03% 340
2021
Q2 		$301K Buy
+2,200
New +$298K 0.05% 251

Other funds holding PII

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Meristem Family Wealth's PII Position: Q4 2021 in Review

Meristem Family Wealth sold out of Polaris (PII) in Q4 2021, closing a stake of 2,225 shares — an estimated $266K sold.

Meristem Family Wealth first reported a position in PII in Q2 2021 and held it in 2 quarters. The position peaked at $301K in Q2 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

  • Meristem Family Wealth reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 2,225 Polaris shares in Q4 2021, an estimated $266K.
  • Meristem Family Wealth first reported a position in Polaris in Q2 2021 and held it in 2 quarters.
  • Meristem Family Wealth's Polaris position peaked at $301K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.