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Capital Analysts LLC’s Polaris PII Stock Holding History

Capital Analysts LLC’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
-12
Closed -$1K – 1418
2024
Q4 		$1K Buy
+12
New +$835 ﹤0.01% 1276
2014
Q1 		– Sell
-10,559
Closed -$1.54M – 362
2013
Q4 		$1.54M Buy
10,559
+996
+10% +$133K 0.42% 60
2013
Q3 		$1.24M Sell
9,563
-1,577
-14% -$177K 0.37% 63
2013
Q2 		$1.06M Buy
+11,140
New +$1.01M 0.33% 74

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 $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Analysts LLC's PII Position: Q1 2025 in Review

Capital Analysts LLC sold out of Polaris (PII) in Q1 2025, closing a stake of 12 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in PII in Q2 2013 and held it in 4 quarters. The position peaked at $1.54M in Q4 2013. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Capital Analysts LLC reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 12 Polaris shares in Q1 2025, an estimated $1K.
  • Capital Analysts LLC first reported a position in Polaris in Q2 2013 and held it in 4 quarters.
  • Capital Analysts LLC's Polaris position peaked at $1.54M in Q4 2013.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.