Strategic Blueprint’s Polaris PII Stock Holding History

Strategic Blueprint’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
2021 Q3	–	Sell	-220	Closed	-$30K	–	1064
2021 Q2	$30K	Buy	+220	New	+$29.8K	﹤0.01%	726

Other funds holding PII

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Strategic Blueprint's PII Position: Q3 2021 in Review

Strategic Blueprint sold out of Polaris (PII) in Q3 2021, closing a stake of 220 shares — an estimated $30K sold.

Strategic Blueprint first reported a position in PII in Q2 2021 and held it in 1 quarter. The position peaked at $30K in Q2 2021. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

Strategic Blueprint reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 220 Polaris shares in Q3 2021, an estimated $30K.
Strategic Blueprint first reported a position in Polaris in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Polaris position peaked at $30K in Q2 2021.
477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.