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Gleason Group’s Polaris PII Stock Holding History

Gleason 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
2024
Q2 		– Sell
-123
Closed -$12.3K – 273
2024
Q1 		$12.3K Buy
123
+1
+0.8% +$92 ﹤0.01% 167
2023
Q4 		$11.5K Buy
122
+1
+0.8% +$92 ﹤0.01% 174
2023
Q3 		$12.6K Buy
121
+1
+0.8% +$119 ﹤0.01% 175
2023
Q2 		$14.5K Hold
120
– – ﹤0.01% 169
2023
Q1 		$13.2K Buy
120
+1
+0.8% +$111 ﹤0.01% 165
2022
Q4 		$12K Sell
119
-1,681
-93% -$175K ﹤0.01% 164
2022
Q3 		$172K Buy
1,800
+10
+0.6% +$1.12K 0.06% 69
2022
Q2 		$178K Buy
1,790
+11
+0.6% +$1.14K 0.06% 69
2022
Q1 		$187K Buy
1,779
+11
+0.6% +$1.25K 0.06% 77
2021
Q4 		$194K Buy
1,768
+11
+0.6% +$1.3K 0.06% 77
2021
Q3 		$210K Buy
1,757
+409
+30% +$52K 0.08% 66
2021
Q2 		$185K Buy
1,348
+6
+0.4% +$813 0.07% 68
2021
Q1 		$179K Buy
1,342
+6
+0.4% +$731 0.07% 67
2020
Q4 		$127K Buy
1,336
+605
+83% +$57.9K 0.06% 75
2020
Q3 		$69K Buy
731
+5
+0.7% +$492 0.04% 79
2020
Q2 		$67K Buy
726
+4
+0.6% +$305 0.04% 78
2020
Q1 		$35K Buy
722
+7
+1% +$574 0.03% 94
2019
Q4 		$73K Buy
+715
New +$69.4K 0.04% 81

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gleason Group's PII Position: Q2 2024 in Review

Gleason Group sold out of Polaris (PII) in Q2 2024, closing a stake of 123 shares — an estimated $12.3K sold.

Gleason Group first reported a position in PII in Q4 2019 and held it in 18 quarters. The position peaked at $210K in Q3 2021. 447 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Gleason Group reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Gleason Group sold 123 Polaris shares in Q2 2024, an estimated $12.3K.
  • Gleason Group first reported a position in Polaris in Q4 2019 and held it in 18 quarters.
  • Gleason Group's Polaris position peaked at $210K in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Gleason Group's 13F filing for Q2 2024, filed 12 Jul 2024.