PPP
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Private Portfolio Partners’s Polaris PII Stock Holding History

Private Portfolio Partners’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
2021
Q3 		– Sell
-1,700
Closed -$233K – 266
2021
Q2 		$233K Buy
+1,700
New +$230K 0.07% 233

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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Private Portfolio Partners's PII Position: Q3 2021 in Review

Private Portfolio Partners sold out of Polaris (PII) in Q3 2021, closing a stake of 1,700 shares — an estimated $233K sold.

Private Portfolio Partners first reported a position in PII in Q2 2021 and held it in 1 quarter. The position peaked at $233K in Q2 2021. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Private Portfolio Partners reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
  • Private Portfolio Partners sold 1,700 Polaris shares in Q3 2021, an estimated $233K.
  • Private Portfolio Partners first reported a position in Polaris in Q2 2021 and held it in 1 quarter.
  • Private Portfolio Partners's Polaris position peaked at $233K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Private Portfolio Partners's 13F filing for Q3 2021, filed 4 Nov 2021.