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Sonora Investment Management’s Polaris PII Stock Holding History

Sonora 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
Q3 		$1K Hold
12
– – ﹤0.01% 1050
2021
Q2 		$2K Buy
+12
New +$1.63K ﹤0.01% 907
2018
Q1 		– Sell
-16
Closed -$1.98K – 1216
2017
Q4 		$1.98K Buy
+16
New +$1.9K ﹤0.01% 1065
2015
Q4 		– Sell
-19
Closed -$2K – 1063
2015
Q3 		$2K Buy
+19
New +$2.58K ﹤0.01% 1001

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 $3.37T AUM 44.26% 1-Year Est. Return
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 $6.4B AUM 9.79% 1-Year Est. Return

Sonora Investment Management's PII Position: Q3 2021 in Review

Sonora Investment Management held its Polaris (PII) position steady in Q3 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Sonora Investment Management first reported a position in PII in Q3 2015 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Sonora Investment Management held 12 shares of Polaris worth $1K as of Q3 2021.
  • Sonora Investment Management left its Polaris share count unchanged in Q3 2021.
  • Polaris made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1050 holding.
  • Sonora Investment Management first reported a position in Polaris in Q3 2015 and has held it in 4 quarters since.
  • Sonora Investment Management's Polaris position peaked at $2K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.