OPS
POLY

Orion Portfolio Solutions’s Plantronics, Inc. POLY Stock Holding History

Orion Portfolio Solutions’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3
Closed – – 2257
2020
Q2 		$0 Sell
3
-44
-94% -$574 ﹤0.01% 2540
2020
Q1 		$0 Buy
47
+14
+42% +$261 ﹤0.01% 2423
2019
Q4 		$1K Buy
+33
New +$993 ﹤0.01% 1771

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Orion Portfolio Solutions's POLY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Plantronics, Inc. (POLY) in Q3 2020, closing a stake of 3 shares.

Orion Portfolio Solutions first reported a position in POLY in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 150 funds tracked by Wall St. Rank hold POLY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Plantronics, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3 Plantronics, Inc. shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Plantronics, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Plantronics, Inc. position peaked at $1K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.