Pittenger & Anderson Inc’s Polaris PII Stock Holding History

Pittenger & Anderson Inc’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
2022 Q1	–	Sell	-37	Closed	-$4K	–	478
2021 Q4	$4K	Sell	37 -247	-87%	-$29.1K	﹤0.01%	406
2021 Q3	$34K	Buy	+284	New	+$36.1K	﹤0.01%	289
2015 Q4	–	Sell	-4,635	Closed	-$556K	–	423
2015 Q3	$556K	Sell	4,635 -8,945	-66%	-$1.21M	0.07%	194
2015 Q2	$2.01M	Buy	13,580 +6,245	+85%	+$899K	0.26%	106
2015 Q1	$1.03M	Buy	7,335 +1,140	+18%	+$168K	0.13%	165
2014 Q4	$937K	Buy	6,195 +2,860	+86%	+$429K	0.12%	160
2014 Q3	$500K	Buy	3,335 +60	+2%	+$8.67K	0.07%	185
2014 Q2	$427K	Sell	3,275 -285	-8%	-$37.7K	0.06%	201
2014 Q1	$497K	Buy	3,560 +1,445	+68%	+$195K	0.07%	224
2013 Q4	$308K	Buy	+2,115	New	+$283K	0.04%	257

Other funds holding PII

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return