Polaris Wealth Advisory Group’s Cintas CTAS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CTAS Stock Details CTAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.2M	Buy	10,004 +3,308	+49%	+$412K	0.09%	111
2023 Q2	$832K	Sell	6,696 -3,160	-32%	-$371K	0.06%	120
2023 Q1	$1.14M	Sell	9,856 -140	-1%	-$15.4K	0.08%	115
2022 Q4	$1.13M	Buy	9,996 +6,692	+203%	+$724K	0.08%	112
2022 Q3	$329K	Hold	3,304	–	–	0.03%	135
2022 Q2	$309K	Hold	3,304	–	–	0.02%	119
2022 Q1	$359K	Hold	3,304	–	–	0.02%	133
2021 Q4	$366K	Hold	3,304	–	–	0.02%	142
2021 Q3	$331K	Hold	3,304	–	–	0.02%	140
2021 Q2	$315K	Hold	3,304	–	–	0.02%	139
2021 Q1	$291K	Sell	3,304 -76	-2%	-$6.43K	0.02%	146
2020 Q4	$296K	Sell	3,380 -240,840	-99%	-$20.9M	0.02%	154
2020 Q3	$20.5M	Sell	244,220 -126,144	-34%	-$9.73M	1.93%	13
2020 Q2	$24.8M	Buy	+370,364	New	+$21.4M	1.96%	18
2020 Q1	–	Sell	-3,120	Closed	-$223K	–	132
2019 Q4	$223K	Hold	3,120	–	–	0.01%	136
2019 Q3	$202K	Buy	+3,120	New	+$200K	0.02%	143
2018 Q4	–	Sell	-3,120	Closed	-$154K	–	210
2018 Q3	$154K	Buy	+3,120	New	+$161K	0.01%	172
2018 Q2	–	Sell	-3,120	Closed	-$133K	–	290
2018 Q1	$133K	Buy	+3,120	New	+$129K	0.01%	155

Other funds holding CTAS

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's CTAS Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Cintas (CTAS) stake by 49% in Q3 2023, buying an estimated $412K and bringing the position to 10,004 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #111.

Polaris Wealth Advisory Group first reported a position in CTAS in Q1 2018 and has held it in 18 quarters since. The position peaked at $24.8M in Q2 2020. 1,040 funds tracked by Wall St. Rank hold CTAS as of Q3 2023.

Polaris Wealth Advisory Group held 10,004 shares of Cintas worth $1.2M as of Q3 2023.
Polaris Wealth Advisory Group bought 3,308 Cintas shares in Q3 2023, an estimated $412K.
Cintas made up 0.09% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #111 holding.
Polaris Wealth Advisory Group first reported a position in Cintas in Q1 2018 and has held it in 18 quarters since.
Polaris Wealth Advisory Group's Cintas position peaked at $24.8M in Q2 2020.
1,040 funds tracked by Wall St. Rank held Cintas as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.