SGCA
POLY

Steel Grove Capital Advisors’s Plantronics, Inc. POLY Stock Holding History

Steel Grove Capital Advisors’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,539
Closed -$205K – 122
2019
Q2 		$205K Buy
+5,539
New +$257K 0.13% 108

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steel Grove Capital Advisors's POLY Position: Q3 2019 in Review

Steel Grove Capital Advisors sold out of Plantronics, Inc. (POLY) in Q3 2019, closing a stake of 5,539 shares — an estimated $205K sold.

Steel Grove Capital Advisors first reported a position in POLY in Q2 2019 and held it in 1 quarter. The position peaked at $205K in Q2 2019. 177 funds tracked by Wall St. Rank hold POLY as of Q3 2019.

  • Steel Grove Capital Advisors reported no remaining Plantronics, Inc. position as of Q3 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 5,539 Plantronics, Inc. shares in Q3 2019, an estimated $205K.
  • Steel Grove Capital Advisors first reported a position in Plantronics, Inc. in Q2 2019 and held it in 1 quarter.
  • Steel Grove Capital Advisors's Plantronics, Inc. position peaked at $205K in Q2 2019.
  • 177 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.