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Winton Capital Management’s Polaris PII Stock Holding History

Winton Capital Management’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
2014
Q1 		$1.81M Buy
12,928
+4,628
+56% +$624K 0.01% 467
2013
Q4 		$1.21M Buy
8,300
+2,245
+37% +$301K 0.01% 519
2013
Q3 		$782K Sell
6,055
-6,559
-52% -$736K 0.01% 545
2013
Q2 		$1.2M Buy
+12,614
New +$1.14M 0.01% 472

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winton Capital Management's PII Position: Q1 2014 in Review

Winton Capital Management increased its Polaris (PII) stake by 56% in Q1 2014, buying an estimated $624K and bringing the position to 12,928 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #467.

Winton Capital Management first reported a position in PII in Q2 2013 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold PII as of Q1 2014.

  • Winton Capital Management held 12,928 shares of Polaris worth $1.81M as of Q1 2014.
  • Winton Capital Management bought 4,628 Polaris shares in Q1 2014, an estimated $624K.
  • Polaris made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #467 holding.
  • Winton Capital Management first reported a position in Polaris in Q2 2013 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.