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Zullo Investment Group’s Polaris PII Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-535
Closed -$54K – 545
2022
Q4 		$54K Hold
535
– – 0.03% 263
2022
Q3 		$51K Sell
535
-23
-4% -$2.58K 0.03% 268
2022
Q2 		$55K Sell
558
-11
-2% -$1.14K 0.03% 275
2022
Q1 		$60K Sell
569
-10
-2% -$1.14K 0.03% 283
2021
Q4 		$64K Buy
+579
New +$68.2K 0.03% 276

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 $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zullo Investment Group's PII Position: Q1 2023 in Review

Zullo Investment Group sold out of Polaris (PII) in Q1 2023, closing a stake of 535 shares — an estimated $54K sold.

Zullo Investment Group first reported a position in PII in Q4 2021 and held it in 5 quarters. The position peaked at $64K in Q4 2021. 465 funds tracked by Wall St. Rank hold PII as of Q1 2023.

  • Zullo Investment Group reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 535 Polaris shares in Q1 2023, an estimated $54K.
  • Zullo Investment Group first reported a position in Polaris in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Polaris position peaked at $64K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.