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Jensen Investment Management’s Polaris PII Stock Holding History

Jensen Investment 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
2017
Q4 		– Sell
-3,670
Closed -$384K – 97
2017
Q3 		$384K Sell
3,670
-1,800
-33% -$171K 0.01% 82
2017
Q2 		$504K Hold
5,470
– – 0.01% 78
2017
Q1 		$458K Buy
5,470
+710
+15% +$61.1K 0.01% 81
2016
Q4 		$392K Buy
4,760
+10
+0.2% +$816 0.01% 90
2016
Q3 		$368K Buy
+4,750
New +$413K 0.01% 104
2016
Q2 		– Sell
-4,450
Closed -$438K – 110
2016
Q1 		$438K Buy
4,450
+610
+16% +$52.9K 0.01% 56
2015
Q4 		$330K Buy
+3,840
New +$407K 0.01% 97

Other funds holding PII

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Jensen Investment Management's PII Position: Q4 2017 in Review

Jensen Investment Management sold out of Polaris (PII) in Q4 2017, closing a stake of 3,670 shares — an estimated $384K sold.

Jensen Investment Management first reported a position in PII in Q4 2015 and held it in 7 quarters. The position peaked at $504K in Q2 2017. 495 funds tracked by Wall St. Rank hold PII as of Q4 2017.

  • Jensen Investment Management reported no remaining Polaris position as of Q4 2017 after selling out during the quarter.
  • Jensen Investment Management sold 3,670 Polaris shares in Q4 2017, an estimated $384K.
  • Jensen Investment Management first reported a position in Polaris in Q4 2015 and held it in 7 quarters.
  • Jensen Investment Management's Polaris position peaked at $504K in Q2 2017.
  • 495 funds tracked by Wall St. Rank held Polaris as of Q4 2017.

Based on Jensen Investment Management's 13F filing for Q4 2017, filed 29 Jan 2018.