Monument Capital Management’s Polaris PII Stock Holding History

Monument Capital 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
2022 Q2	–	Sell	-19,153	Closed	-$2.02M	–	152
2022 Q1	$2.02M	Buy	19,153 +5,287	+38%	+$602K	0.65%	48
2021 Q4	$1.52M	Sell	13,866 -7,633	-36%	-$899K	0.47%	64
2021 Q3	$2.57M	Buy	+21,499	New	+$2.73M	0.87%	29

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIM

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

SPF

Steven Patrick Farmer $6.42B AUM

Monument Capital Management's PII Position: Q2 2022 in Review

Monument Capital Management sold out of Polaris (PII) in Q2 2022, closing a stake of 19,153 shares — an estimated $2.02M sold.

Monument Capital Management first reported a position in PII in Q3 2021 and held it in 3 quarters. The position peaked at $2.57M in Q3 2021. 436 funds tracked by Wall St. Rank hold PII as of Q2 2022.

Monument Capital Management reported no remaining Polaris position as of Q2 2022 after selling out during the quarter.
Monument Capital Management sold 19,153 Polaris shares in Q2 2022, an estimated $2.02M.
Monument Capital Management first reported a position in Polaris in Q3 2021 and held it in 3 quarters.
Monument Capital Management's Polaris position peaked at $2.57M in Q3 2021.
436 funds tracked by Wall St. Rank held Polaris as of Q2 2022.

Based on Monument Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.