LIG
PII icon

Lokken Investment Group’s Polaris PII Stock Holding History

Lokken Investment Group’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
2022
Q1 		– Sell
-2,049
Closed -$225K – 139
2021
Q4 		$225K Sell
2,049
-55
-3% -$6.48K 0.16% 118
2021
Q3 		$252K Hold
2,104
– – 0.2% 105
2021
Q2 		$288K Hold
2,104
– – 0.23% 90
2021
Q1 		$281K Hold
2,104
– – 0.25% 89
2020
Q4 		$200K Buy
+2,104
New +$201K 0.18% 99

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lokken Investment Group's PII Position: Q1 2022 in Review

Lokken Investment Group sold out of Polaris (PII) in Q1 2022, closing a stake of 2,049 shares — an estimated $225K sold.

Lokken Investment Group first reported a position in PII in Q4 2020 and held it in 5 quarters. The position peaked at $288K in Q2 2021. 453 funds tracked by Wall St. Rank hold PII as of Q1 2022.

  • Lokken Investment Group reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 2,049 Polaris shares in Q1 2022, an estimated $225K.
  • Lokken Investment Group first reported a position in Polaris in Q4 2020 and held it in 5 quarters.
  • Lokken Investment Group's Polaris position peaked at $288K in Q2 2021.
  • 453 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.