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Milestone Investment Advisors’s Polaris PII Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-19
Closed -$1.98K – 355
2023
Q3 		$1.98K Buy
+19
New +$2.26K ﹤0.01% 377
2023
Q2 		– Sell
-22
Closed -$2.43K – 352
2023
Q1 		$2.43K Buy
+22
New +$2.44K ﹤0.01% 362

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

Milestone Investment Advisors's PII Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Polaris (PII) in Q4 2023, closing a stake of 19 shares — an estimated $1.98K sold.

Milestone Investment Advisors first reported a position in PII in Q1 2023 and held it in 2 quarters. The position peaked at $2.43K in Q1 2023. 474 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 19 Polaris shares in Q4 2023, an estimated $1.98K.
  • Milestone Investment Advisors first reported a position in Polaris in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Polaris position peaked at $2.43K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.