tru Independence’s Polaris PII Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-19	Closed	-$2K	–	702
2020 Q2	$2K	Hold	19	–	–	﹤0.01%	810
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	684
2019 Q4	$1K	Buy	+19	New	+$1.84K	﹤0.01%	880

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

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

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

CIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

tru Independence's PII Position: Q3 2020 in Review

tru Independence sold out of Polaris (PII) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

tru Independence first reported a position in PII in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 432 funds tracked by Wall St. Rank hold PII as of Q3 2020.

tru Independence reported no remaining Polaris position as of Q3 2020 after selling out during the quarter.
tru Independence sold 19 Polaris shares in Q3 2020, an estimated $2K.
tru Independence first reported a position in Polaris in Q4 2019 and held it in 3 quarters.
tru Independence's Polaris position peaked at $2K in Q2 2020.
432 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.