PI
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Pettee Investors’s Polaris PII Stock Holding History

Pettee Investors’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
2020
Q2 		– Sell
-6,305
Closed -$304K – 115
2020
Q1 		$304K Hold
6,305
– – 0.22% 91
2019
Q4 		$641K Hold
6,305
– – 0.37% 72
2019
Q3 		$555K Hold
6,305
– – 0.35% 77
2019
Q2 		$575K Hold
6,305
– – 0.37% 74
2019
Q1 		$532K Hold
6,305
– – 0.34% 84
2018
Q4 		$483K Hold
6,305
– – 0.34% 82
2018
Q3 		$636K Hold
6,305
– – 0.38% 79
2018
Q2 		$770K Hold
6,305
– – 0.49% 66
2018
Q1 		$722K Buy
6,305
+305
+5% +$36.7K 0.45% 70
2017
Q4 		$744K Hold
6,000
– – 0.45% 67
2017
Q3 		$628K Buy
+6,000
New +$568K 0.41% 72

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return