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Lindenwold Advisors’s Polaris PII Stock Holding History

Lindenwold 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
2024
Q3 		– Sell
-2,982
Closed -$234K – 118
2024
Q2 		$234K Sell
2,982
-70
-2% -$5.93K 0.12% 102
2024
Q1 		$306K Buy
+3,052
New +$280K 0.16% 98
2023
Q4 		– Sell
-2,898
Closed -$302K – 118
2023
Q3 		$302K Buy
+2,898
New +$344K 0.19% 86

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Lindenwold Advisors's PII Position: Q3 2024 in Review

Lindenwold Advisors sold out of Polaris (PII) in Q3 2024, closing a stake of 2,982 shares — an estimated $234K sold.

Lindenwold Advisors first reported a position in PII in Q3 2023 and held it in 3 quarters. The position peaked at $306K in Q1 2024. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Lindenwold Advisors reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 2,982 Polaris shares in Q3 2024, an estimated $234K.
  • Lindenwold Advisors first reported a position in Polaris in Q3 2023 and held it in 3 quarters.
  • Lindenwold Advisors's Polaris position peaked at $306K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Lindenwold Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.