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United Capital Management of KS’s Polaris PII Stock Holding History

United Capital Management of KS’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
Q4 		– Sell
-37,063
Closed -$3.86M – 79
2023
Q3 		$3.86M Buy
37,063
+1,138
+3% +$135K 1.31% 28
2023
Q2 		$4.34M Buy
35,925
+1,729
+5% +$191K 1.39% 25
2023
Q1 		$3.78M Buy
34,196
+16,594
+94% +$1.84M 1.41% 28
2022
Q4 		$1.78M Buy
17,602
+1,232
+8% +$128K 0.73% 49
2022
Q3 		$1.57M Buy
+16,370
New +$1.84M 0.73% 51

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 $113B AUM 38.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Management of KS's PII Position: Q4 2023 in Review

United Capital Management of KS sold out of Polaris (PII) in Q4 2023, closing a stake of 37,063 shares — an estimated $3.86M sold.

United Capital Management of KS first reported a position in PII in Q3 2022 and held it in 5 quarters. The position peaked at $4.34M in Q2 2023. 475 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • United Capital Management of KS reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • United Capital Management of KS sold 37,063 Polaris shares in Q4 2023, an estimated $3.86M.
  • United Capital Management of KS first reported a position in Polaris in Q3 2022 and held it in 5 quarters.
  • United Capital Management of KS's Polaris position peaked at $4.34M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on United Capital Management of KS's 13F filing for Q4 2023, filed 25 Jan 2024.