Alpine Woods Capital Investors’s Polaris PII Stock Holding History

Alpine Woods Capital Investors’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
2025 Q1	–	Sell	-10,500	Closed	-$605K	–	173
2024 Q4	$605K	Buy	+10,500	New	+$731K	0.11%	126
2016 Q1	–	Sell	-11,000	Closed	-$945K	–	446
2015 Q4	$945K	Buy	11,000 +4,300	+64%	+$456K	0.05%	243
2015 Q3	$803K	Sell	6,700 -4,300	-39%	-$584K	0.04%	282
2015 Q2	$1.63M	Buy	+11,000	New	+$1.58M	0.08%	210
2013 Q3	–	Sell	-5,600	Closed	-$532K	–	374
2013 Q2	$532K	Buy	+5,600	New	+$507K	0.03%	249

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alpine Woods Capital Investors's PII Position: Q1 2025 in Review

Alpine Woods Capital Investors sold out of Polaris (PII) in Q1 2025, closing a stake of 10,500 shares — an estimated $605K sold.

Alpine Woods Capital Investors first reported a position in PII in Q2 2013 and held it in 5 quarters. The position peaked at $1.63M in Q2 2015. 391 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Alpine Woods Capital Investors reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 10,500 Polaris shares in Q1 2025, an estimated $605K.
Alpine Woods Capital Investors first reported a position in Polaris in Q2 2013 and held it in 5 quarters.
Alpine Woods Capital Investors's Polaris position peaked at $1.63M in Q2 2015.
391 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2025, filed 30 Apr 2025.