Lord, Abbett & Co
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Lord, Abbett & Co’s Polaris PII Stock Holding History

Lord, Abbett & Co’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
2018
Q1 		– Sell
-109,000
Closed -$13.5M – 888
2017
Q4 		$13.5M Buy
+109,000
New +$12.9M 0.04% 572
2017
Q2 		– Sell
-29,400
Closed -$2.46M – 916
2017
Q1 		$2.46M Buy
+29,400
New +$2.53M 0.01% 825
2015
Q1 		– Sell
-51,078
Closed -$7.72M – 941
2014
Q4 		$7.72M Sell
51,078
-24,430
-32% -$3.66M 0.02% 650
2014
Q3 		$11.3M Buy
75,508
+25,516
+51% +$3.69M 0.03% 583
2014
Q2 		$6.51M Sell
49,992
-116,865
-70% -$15.5M 0.01% 743
2014
Q1 		$23.3M Sell
166,857
-10,653
-6% -$1.44M 0.05% 470
2013
Q4 		$25.9M Buy
177,510
+1,232
+0.7% +$165K 0.06% 461
2013
Q3 		$22.8M Sell
176,278
-41,709
-19% -$4.68M 0.05% 489
2013
Q2 		$20.7M Buy
+217,987
New +$19.7M 0.05% 502

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Lord, Abbett & Co's PII Position: Q1 2018 in Review

Lord, Abbett & Co sold out of Polaris (PII) in Q1 2018, closing a stake of 109,000 shares — an estimated $13.5M sold.

Lord, Abbett & Co first reported a position in PII in Q2 2013 and held it in 9 quarters. The position peaked at $25.9M in Q4 2013. 463 funds tracked by Wall St. Rank hold PII as of Q1 2018.

  • Lord, Abbett & Co reported no remaining Polaris position as of Q1 2018 after selling out during the quarter.
  • Lord, Abbett & Co sold 109,000 Polaris shares in Q1 2018, an estimated $13.5M.
  • Lord, Abbett & Co first reported a position in Polaris in Q2 2013 and held it in 9 quarters.
  • Lord, Abbett & Co's Polaris position peaked at $25.9M in Q4 2013.
  • 463 funds tracked by Wall St. Rank held Polaris as of Q1 2018.

Based on Lord, Abbett & Co's 13F filing for Q1 2018, filed 15 May 2018.