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Trail Ridge Investment Advisors’s Polaris PII Stock Holding History

Trail Ridge Investment Advisors’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
-2,507
Closed -$277K – 122
2023
Q1 		$277K Sell
2,507
-488
-16% -$54.1K 0.18% 100
2022
Q4 		$302K Sell
2,995
-9
-0.3% -$938 0.21% 98
2022
Q3 		$350K Sell
3,004
-337
-10% -$37.8K 0.23% 97
2022
Q2 		$332K Buy
3,341
+8
+0.2% +$829 0.23% 109
2022
Q1 		$351K Sell
3,333
-884
-21% -$101K 0.22% 110
2021
Q4 		$463K Buy
+4,217
New +$497K 0.28% 90

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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

Trail Ridge Investment Advisors's PII Position: Q2 2023 in Review

Trail Ridge Investment Advisors sold out of Polaris (PII) in Q2 2023, closing a stake of 2,507 shares — an estimated $277K sold.

Trail Ridge Investment Advisors first reported a position in PII in Q4 2021 and held it in 6 quarters. The position peaked at $463K in Q4 2021. 461 funds tracked by Wall St. Rank hold PII as of Q2 2023.

  • Trail Ridge Investment Advisors reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,507 Polaris shares in Q2 2023, an estimated $277K.
  • Trail Ridge Investment Advisors first reported a position in Polaris in Q4 2021 and held it in 6 quarters.
  • Trail Ridge Investment Advisors's Polaris position peaked at $463K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.