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OneDigital Investment Advisors’s Polaris PII Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-4,699
Closed -$391K – 1489
2024
Q3 		$391K Sell
4,699
-1,433
-23% -$116K ﹤0.01% 1031
2024
Q2 		$480K Buy
+6,132
New +$519K 0.01% 918
2020
Q3 		– Sell
-2,188
Closed -$202K – 704
2020
Q2 		$202K Buy
+2,188
New +$167K 0.01% 552
2020
Q1 		– Sell
-2,000
Closed -$203K – 616
2019
Q4 		$203K Buy
+2,000
New +$194K 0.02% 521

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

OneDigital Investment Advisors's PII Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 4,699 shares — an estimated $391K sold.

OneDigital Investment Advisors first reported a position in PII in Q4 2019 and held it in 4 quarters. The position peaked at $480K in Q2 2024. 433 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,699 Polaris shares in Q4 2024, an estimated $391K.
  • OneDigital Investment Advisors first reported a position in Polaris in Q4 2019 and held it in 4 quarters.
  • OneDigital Investment Advisors's Polaris position peaked at $480K in Q2 2024.
  • 433 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.