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Salem Investment Counselors’s Polaris PII Stock Holding History

Salem Investment Counselors’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
-3,547
Closed -$390K – 1085
2021
Q4 		$390K Hold
3,547
– – 0.01% 297
2021
Q3 		$424K Hold
3,547
– – 0.02% 260
2021
Q2 		$486K Buy
+3,547
New +$481K 0.03% 241

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
BGC
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's PII Position: Q1 2022 in Review

Salem Investment Counselors sold out of Polaris (PII) in Q1 2022, closing a stake of 3,547 shares — an estimated $390K sold.

Salem Investment Counselors first reported a position in PII in Q2 2021 and held it in 3 quarters. The position peaked at $486K in Q2 2021. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

  • Salem Investment Counselors reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 3,547 Polaris shares in Q1 2022, an estimated $390K.
  • Salem Investment Counselors first reported a position in Polaris in Q2 2021 and held it in 3 quarters.
  • Salem Investment Counselors's Polaris position peaked at $486K in Q2 2021.
  • 452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.