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Stiles Financial Services’s Polaris PII Stock Holding History

Stiles Financial Services’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 		– Sell
-1,775
Closed -$215K – 190
2023
Q2 		$215K Buy
+1,775
New +$196K 0.11% 173
2022
Q2 		– Sell
-1,920
Closed -$202K – 186
2022
Q1 		$202K Buy
1,920
+11
+0.6% +$1.25K 0.1% 176
2021
Q4 		$210K Buy
+1,909
New +$225K 0.1% 170

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

Stiles Financial Services's PII Position: Q3 2023 in Review

Stiles Financial Services sold out of Polaris (PII) in Q3 2023, closing a stake of 1,775 shares — an estimated $215K sold.

Stiles Financial Services first reported a position in PII in Q4 2021 and held it in 3 quarters. The position peaked at $215K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • Stiles Financial Services reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,775 Polaris shares in Q3 2023, an estimated $215K.
  • Stiles Financial Services first reported a position in Polaris in Q4 2021 and held it in 3 quarters.
  • Stiles Financial Services's Polaris position peaked at $215K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.