MPS Loria Financial Planners’s Polaris PII Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-236	Closed	-$31K	–	448
2021 Q1	$31K	Buy	236 +1	+0.4%	+$122	0.01%	202
2020 Q4	$22K	Buy	235 +1	+0.4%	+$96	0.01%	232
2020 Q3	$22K	Buy	234 +2	+0.9%	+$197	0.01%	193
2020 Q2	$21K	Buy	+232	New	+$17.7K	0.01%	197
2017 Q3	–	Sell	-215	Closed	-$19K	–	269
2017 Q2	$19K	Buy	+215	New	+$18.4K	0.01%	233

Other funds holding PII

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's PII Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Polaris (PII) in Q2 2021, closing a stake of 236 shares — an estimated $31K sold.

MPS Loria Financial Planners first reported a position in PII in Q2 2017 and held it in 5 quarters. The position peaked at $31K in Q1 2021. 503 funds tracked by Wall St. Rank hold PII as of Q2 2021.

MPS Loria Financial Planners reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 236 Polaris shares in Q2 2021, an estimated $31K.
MPS Loria Financial Planners first reported a position in Polaris in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Polaris position peaked at $31K in Q1 2021.
503 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.