Zacks Investment Management’s Plantronics, Inc. POLY Stock Holding History

Zacks Investment 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
2018 Q4	–	Sell	-31,494	Closed	-$1.9M	–	602
2018 Q3	$1.9M	Buy	+31,494	New	+$2.15M	0.04%	283
2014 Q4	–	Sell	-6,030	Closed	-$288K	–	778
2014 Q3	$288K	Buy	+6,030	New	+$288K	0.01%	532
2013 Q4	–	Sell	-6,614	Closed	-$305K	–	770
2013 Q3	$305K	Buy	6,614 +782	+13%	+$35.8K	0.01%	514
2013 Q2	$256K	Buy	+5,832	New	+$261K	0.01%	523

Other funds holding POLY

SCG

Siris Capital Group New York $9.42M AUM 42.79% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's POLY Position: Q4 2018 in Review

Zacks Investment Management sold out of Plantronics, Inc. (POLY) in Q4 2018, closing a stake of 31,494 shares — an estimated $1.9M sold.

Zacks Investment Management first reported a position in POLY in Q2 2013 and held it in 4 quarters. The position peaked at $1.9M in Q3 2018. 188 funds tracked by Wall St. Rank hold POLY as of Q4 2018.

Zacks Investment Management reported no remaining Plantronics, Inc. position as of Q4 2018 after selling out during the quarter.
Zacks Investment Management sold 31,494 Plantronics, Inc. shares in Q4 2018, an estimated $1.9M.
Zacks Investment Management first reported a position in Plantronics, Inc. in Q2 2013 and held it in 4 quarters.
Zacks Investment Management's Plantronics, Inc. position peaked at $1.9M in Q3 2018.
188 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.