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Harvest Investment Advisors’s Polaris PII Stock Holding History

Harvest Investment Advisors’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
-20,341
Closed -$1.17M – 53
2024
Q4 		$1.17M Buy
20,341
+2,040
+11% +$142K 0.81% 47
2024
Q3 		$1.52M Buy
18,301
+1,865
+11% +$152K 1.04% 39
2024
Q2 		$1.29M Buy
16,436
+155
+1% +$13.1K 0.95% 41
2024
Q1 		$1.63M Buy
16,281
+3,077
+23% +$283K 1.22% 26
2023
Q4 		$1.25M Buy
13,204
+315
+2% +$28.9K 1% 41
2023
Q3 		$1.34M Sell
12,889
-5
-0% -$594 1.2% 24
2023
Q2 		$1.56M Buy
12,894
+25
+0.2% +$2.76K 1.34% 18
2023
Q1 		$1.42M Sell
12,869
-60
-0.5% -$6.65K 1.27% 24
2022
Q4 		$1.31M Buy
+12,929
New +$1.35M 1.23% 32

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harvest Investment Advisors's PII Position: Q1 2025 in Review

Harvest Investment Advisors sold out of Polaris (PII) in Q1 2025, closing a stake of 20,341 shares — an estimated $1.17M sold.

Harvest Investment Advisors first reported a position in PII in Q4 2022 and held it in 9 quarters. The position peaked at $1.63M in Q1 2024. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Harvest Investment Advisors reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Advisors sold 20,341 Polaris shares in Q1 2025, an estimated $1.17M.
  • Harvest Investment Advisors first reported a position in Polaris in Q4 2022 and held it in 9 quarters.
  • Harvest Investment Advisors's Polaris position peaked at $1.63M in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Harvest Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.