OLVIG
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Oliver Lagore Vanvalin Investment Group’s Polaris PII Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$1.35K Buy
+33
New +$1.24K ﹤0.01% 579
2024
Q4 		$1.89K Hold
33
– – ﹤0.01% 584
2024
Q3 		$2.71K Buy
33
+1
+3% +$81 ﹤0.01% 554
2024
Q2 		$2.54K Hold
32
– – ﹤0.01% 580
2024
Q1 		$3.24K Hold
32
– – ﹤0.01% 571
2023
Q4 		$3.06K Hold
32
– – ﹤0.01% 592
2023
Q3 		$3.35K Hold
32
– – ﹤0.01% 619
2023
Q2 		$3.89K Hold
32
– – ﹤0.01% 603
2023
Q1 		$3.55K Sell
32
-6
-16% -$665 ﹤0.01% 529
2022
Q4 		$3.84K Hold
38
– – ﹤0.01% 497
2022
Q3 		$4K Hold
38
– – ﹤0.01% 465
2022
Q2 		$4K Hold
38
– – ﹤0.01% 445
2022
Q1 		$5K Buy
+38
New +$4.33K ﹤0.01% 414

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return