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Rockbridge Investment Management’s Polaris PII Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-50
Closed -$6K – 817
2021
Q3 		$6K Sell
50
-40
-44% -$5.08K ﹤0.01% 591
2021
Q2 		$12K Hold
90
– – ﹤0.01% 504
2021
Q1 		$12K Hold
90
– – ﹤0.01% 486
2020
Q4 		$9K Hold
90
– – ﹤0.01% 518
2020
Q3 		$8K Hold
90
– – ﹤0.01% 489
2020
Q2 		$8K Buy
+90
New +$6.86K ﹤0.01% 452

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Rockbridge Investment Management's PII Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Polaris (PII) in Q4 2021, closing a stake of 50 shares — an estimated $6K sold.

Rockbridge Investment Management first reported a position in PII in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q2 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 Polaris shares in Q4 2021, an estimated $6K.
  • Rockbridge Investment Management first reported a position in Polaris in Q2 2020 and held it in 6 quarters.
  • Rockbridge Investment Management's Polaris position peaked at $12K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.