MNBTD
PII icon

Moody National Bank Trust Division’s Polaris PII Stock Holding History

Moody National Bank Trust Division’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
2024
Q3 		– Sell
-4,982
Closed -$390K – 480
2024
Q2 		$390K Sell
4,982
-1,029
-17% -$87.2K 0.03% 348
2024
Q1 		$602K Buy
6,011
+3,217
+115% +$295K 0.05% 297
2023
Q4 		$265K Buy
+2,794
New +$256K 0.02% 422

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moody National Bank Trust Division's PII Position: Q3 2024 in Review

Moody National Bank Trust Division sold out of Polaris (PII) in Q3 2024, closing a stake of 4,982 shares — an estimated $390K sold.

Moody National Bank Trust Division first reported a position in PII in Q4 2023 and held it in 3 quarters. The position peaked at $602K in Q1 2024. 438 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Moody National Bank Trust Division reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 4,982 Polaris shares in Q3 2024, an estimated $390K.
  • Moody National Bank Trust Division first reported a position in Polaris in Q4 2023 and held it in 3 quarters.
  • Moody National Bank Trust Division's Polaris position peaked at $602K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Moody National Bank Trust Division's 13F filing for Q3 2024, filed 3 Oct 2024.