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Tilia Fiduciary Partners’s Polaris PII Stock Holding History

Tilia Fiduciary Partners’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
-252
Closed -$30.5K – 365
2023
Q2 		$30.5K Hold
252
– – 0.03% 263
2023
Q1 		$27.9K Hold
252
– – 0.03% 266
2022
Q4 		$25.5K Hold
252
– – 0.02% 261
2022
Q3 		$25K Hold
252
– – 0.03% 264
2022
Q2 		$28K Hold
252
– – 0.03% 263
2022
Q1 		$27K Hold
252
– – 0.02% 278
2021
Q4 		$28K Buy
+252
New +$29.7K 0.02% 281

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

Tilia Fiduciary Partners's PII Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Polaris (PII) in Q3 2023, closing a stake of 252 shares — an estimated $30.5K sold.

Tilia Fiduciary Partners first reported a position in PII in Q4 2021 and held it in 7 quarters. The position peaked at $30.5K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 252 Polaris shares in Q3 2023, an estimated $30.5K.
  • Tilia Fiduciary Partners first reported a position in Polaris in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Polaris position peaked at $30.5K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.