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Hennion & Walsh Asset Management’s Polaris PII Stock Holding History

Hennion & Walsh Asset Management’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
-4,212
Closed -$243K – 900
2024
Q4 		$243K Buy
4,212
+866
+26% +$60.3K 0.01% 800
2024
Q3 		$279K Buy
+3,346
New +$272K 0.01% 757
2023
Q4 		– Sell
-2,794
Closed -$291K – 860
2023
Q3 		$291K Buy
2,794
+69
+3% +$8.2K 0.02% 653
2023
Q2 		$329K Buy
2,725
+241
+10% +$26.6K 0.02% 626
2023
Q1 		$275K Sell
2,484
-612
-20% -$67.8K 0.02% 667
2022
Q4 		$313K Sell
3,096
-29
-0.9% -$3.02K 0.02% 614
2022
Q3 		$299K Sell
3,125
-379
-11% -$42.5K 0.02% 618
2022
Q2 		$347K Sell
3,504
-24
-0.7% -$2.49K 0.02% 585
2022
Q1 		$371K Buy
3,528
+1,293
+58% +$147K 0.02% 588
2021
Q4 		$245K Hold
2,235
– – 0.01% 680
2021
Q3 		$267K Hold
2,235
– – 0.01% 650
2021
Q2 		$306K Sell
2,235
-1,073
-32% -$145K 0.02% 614
2021
Q1 		$441K Buy
+3,308
New +$403K 0.03% 520

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hennion & Walsh Asset Management's PII Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Polaris (PII) in Q1 2025, closing a stake of 4,212 shares — an estimated $243K sold.

Hennion & Walsh Asset Management first reported a position in PII in Q1 2021 and held it in 13 quarters. The position peaked at $441K in Q1 2021. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Hennion & Walsh Asset Management reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 4,212 Polaris shares in Q1 2025, an estimated $243K.
  • Hennion & Walsh Asset Management first reported a position in Polaris in Q1 2021 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's Polaris position peaked at $441K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.