Standard Family Office’s Polaris PII Stock Holding History

Standard Family Office’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 Q4	–	Sell	-267	Closed	-$26K	–	334
2022 Q3	$26K	Buy	+267	New	+$29.9K	0.01%	184

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Standard Family Office's PII Position: Q4 2022 in Review

Standard Family Office sold out of Polaris (PII) in Q4 2022, closing a stake of 267 shares — an estimated $26K sold.

Standard Family Office first reported a position in PII in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 459 funds tracked by Wall St. Rank hold PII as of Q4 2022.

Standard Family Office reported no remaining Polaris position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 267 Polaris shares in Q4 2022, an estimated $26K.
Standard Family Office first reported a position in Polaris in Q3 2022 and held it in 1 quarter.
Standard Family Office's Polaris position peaked at $26K in Q3 2022.
459 funds tracked by Wall St. Rank held Polaris as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.