WCM
POLY

Weld Capital Management’s Plantronics, Inc. POLY Stock Holding History

Weld Capital Management’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-39,268
Closed -$1.45M – 1072
2019
Q2 		$1.45M Buy
39,268
+8,054
+26% +$374K 0.27% 102
2019
Q1 		$1.44M Buy
31,214
+6,204
+25% +$271K 0.26% 111
2018
Q4 		$828K Buy
+25,010
New +$1.24M 0.19% 188

Other funds holding POLY

SCG
Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Weld Capital Management's POLY Position: Q3 2019 in Review

Weld Capital Management sold out of Plantronics, Inc. (POLY) in Q3 2019, closing a stake of 39,268 shares — an estimated $1.45M sold.

Weld Capital Management first reported a position in POLY in Q4 2018 and held it in 3 quarters. The position peaked at $1.45M in Q2 2019. 177 funds tracked by Wall St. Rank hold POLY as of Q3 2019.

  • Weld Capital Management reported no remaining Plantronics, Inc. position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 39,268 Plantronics, Inc. shares in Q3 2019, an estimated $1.45M.
  • Weld Capital Management first reported a position in Plantronics, Inc. in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Plantronics, Inc. position peaked at $1.45M in Q2 2019.
  • 177 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.