Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Polaris PII Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-6,129
Closed -$518K – 1252
2024
Q3 		$518K Sell
6,129
-1,418
-19% -$115K ﹤0.01% 751
2024
Q2 		$591K Sell
7,547
-1,647
-18% -$140K 0.01% 627
2024
Q1 		$921K Buy
+9,194
New +$844K 0.01% 424

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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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Kovitz Investment Group Partners's PII Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Polaris (PII) in Q4 2024, closing a stake of 6,129 shares — an estimated $518K sold.

Kovitz Investment Group Partners first reported a position in PII in Q1 2024 and held it in 3 quarters. The position peaked at $921K in Q1 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,129 Polaris shares in Q4 2024, an estimated $518K.
  • Kovitz Investment Group Partners first reported a position in Polaris in Q1 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Polaris position peaked at $921K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.