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Steward Financial Group’s Polaris PII Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+57
New +$6.77K ﹤0.01% 638
2022
Q3 		– Sell
-33
Closed -$3K – 981
2022
Q2 		$3K Buy
+33
New +$3.42K ﹤0.01% 475

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
Manulife (Manufacturers Life Insurance)
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Financial Group's PII Position: Q3 2023 in Review

Steward Financial Group opened a new position in Polaris (PII) in Q3 2023: 57 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PII as recently as Q2 2022.

Steward Financial Group first reported a position in PII in Q2 2022 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • Steward Financial Group held 57 shares of Polaris worth $5K as of Q3 2023.
  • Polaris was a new Steward Financial Group position in Q3 2023.
  • Polaris made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #638 holding.
  • Steward Financial Group first reported a position in Polaris in Q2 2022 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.