Syverson Strege & Co’s Polaris PII Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-6	Closed	-$664	–	467
2023 Q1	$664	Hold	6	–	–	﹤0.01%	623
2022 Q4	$606	Hold	6	–	–	﹤0.01%	294
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	273
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	318
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	290
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	292
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	435
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	267
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	258
2020 Q4	$1K	Buy	+6	New	+$574	﹤0.01%	237

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

BGC

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

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Syverson Strege & Co's PII Position: Q2 2023 in Review

Syverson Strege & Co sold out of Polaris (PII) in Q2 2023, closing a stake of 6 shares — an estimated $664 sold.

Syverson Strege & Co first reported a position in PII in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 460 funds tracked by Wall St. Rank hold PII as of Q2 2023.

Syverson Strege & Co reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 6 Polaris shares in Q2 2023, an estimated $664.
Syverson Strege & Co first reported a position in Polaris in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Polaris position peaked at $1K in Q3 2022.
460 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.