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SpiderRock Advisors’s Polaris PII Stock Holding History

SpiderRock Advisors’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
2017
Q3 		– Hold
0
– -$27K – 852
2017
Q2 		– Hold
0
– – – 376
2017
Q1 		– Hold
0
– – – 663

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SpiderRock Advisors's PII Position: Q3 2024 in Review

SpiderRock Advisors held its Polaris (PII) position steady in Q3 2024 at 4,500 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #690.

SpiderRock Advisors first reported a position in PII in Q1 2024 and has held it in 3 quarters since. The position peaked at $405K in Q1 2024. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • SpiderRock Advisors held 4,500 shares of Polaris worth $375K as of Q3 2024.
  • SpiderRock Advisors left its Polaris share count unchanged in Q3 2024.
  • Polaris made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #690 holding.
  • SpiderRock Advisors first reported a position in Polaris in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Polaris position peaked at $405K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.