Operose Advisors’s Polaris PII Stock Holding History

Operose 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	-350	Closed	-$29.1K	–	582
2024 Q3	$29.1K	Buy	+350	New	+$28.4K	0.01%	348

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Operose Advisors's PII Position: Q4 2024 in Review

Operose Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 350 shares — an estimated $29.1K sold.

Operose Advisors first reported a position in PII in Q3 2024 and held it in 1 quarter. The position peaked at $29.1K in Q3 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

Operose Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 350 Polaris shares in Q4 2024, an estimated $29.1K.
Operose Advisors first reported a position in Polaris in Q3 2024 and held it in 1 quarter.
Operose Advisors's Polaris position peaked at $29.1K in Q3 2024.
436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

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