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North Star Investment Management’s Polaris PII Stock Holding History

North Star Investment 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
2018
Q3 		– Sell
-67
Closed -$8K – 1114
2018
Q2 		$8K Buy
+67
New +$7.84K ﹤0.01% 892

Other funds holding PII

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

North Star Investment Management's PII Position: Q3 2018 in Review

North Star Investment Management sold out of Polaris (PII) in Q3 2018, closing a stake of 67 shares — an estimated $8K sold.

North Star Investment Management first reported a position in PII in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 468 funds tracked by Wall St. Rank hold PII as of Q3 2018.

  • North Star Investment Management reported no remaining Polaris position as of Q3 2018 after selling out during the quarter.
  • North Star Investment Management sold 67 Polaris shares in Q3 2018, an estimated $8K.
  • North Star Investment Management first reported a position in Polaris in Q2 2018 and held it in 1 quarter.
  • North Star Investment Management's Polaris position peaked at $8K in Q2 2018.
  • 468 funds tracked by Wall St. Rank held Polaris as of Q3 2018.

Based on North Star Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.