Sunbelt Securities’s Polaris PII Stock Holding History

Sunbelt Securities’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
2024 Q3	–	Sell	-134	Closed	-$10.5K	–	1890
2024 Q2	$10.5K	Hold	134	–	–	﹤0.01%	1257
2024 Q1	$13.4K	Buy	+134	New	+$12.3K	﹤0.01%	1177

Other funds holding PII

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

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

BGC

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sunbelt Securities's PII Position: Q3 2024 in Review

Sunbelt Securities sold out of Polaris (PII) in Q3 2024, closing a stake of 134 shares — an estimated $10.5K sold.

Sunbelt Securities first reported a position in PII in Q1 2024 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

Sunbelt Securities reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
Sunbelt Securities sold 134 Polaris shares in Q3 2024, an estimated $10.5K.
Sunbelt Securities first reported a position in Polaris in Q1 2024 and held it in 2 quarters.
Sunbelt Securities's Polaris position peaked at $13.4K in Q1 2024.
439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.