Sargent Bickham Lagudis’s Polaris PII Stock Holding History

Sargent Bickham Lagudis’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
2018 Q1	–	Sell	-28	Closed	-$3K	–	797
2017 Q4	$3K	Hold	28	–	–	﹤0.01%	732
2017 Q3	$3K	Hold	28	–	–	﹤0.01%	741
2017 Q2	$3K	Hold	28	–	–	﹤0.01%	696
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	705
2016 Q4	$2K	Hold	28	–	–	﹤0.01%	672
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	682
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	669
2016 Q1	$3K	Buy	+28	New	+$2.43K	﹤0.01%	667

Other funds holding PII

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sargent Bickham Lagudis's PII Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of Polaris (PII) in Q1 2018, closing a stake of 28 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in PII in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 463 funds tracked by Wall St. Rank hold PII as of Q1 2018.

Sargent Bickham Lagudis reported no remaining Polaris position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 28 Polaris shares in Q1 2018, an estimated $3K.
Sargent Bickham Lagudis first reported a position in Polaris in Q1 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's Polaris position peaked at $3K in Q4 2017.
463 funds tracked by Wall St. Rank held Polaris as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.