Loudon Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,417
| Closed | -$1.95M | – | 99 |
|
|
2024
Q3 | $1.95M | Sell |
23,417
-2,535
| -10% | -$206K | 1.07% | 32 |
|
|
2024
Q2 | $2.03M | Buy |
25,952
+255
| +1% | +$21.6K | 1.2% | 30 |
|
|
2024
Q1 | $2.57M | Sell |
25,697
-1,800
| -7% | -$165K | 1.48% | 24 |
|
|
2023
Q4 | $2.61M | Sell |
27,497
-379
| -1% | -$34.7K | 1.61% | 23 |
|
|
2023
Q3 | $2.9M | Sell |
27,876
-293
| -1% | -$34.8K | 2% | 17 |
|
|
2023
Q2 | $3.41M | Sell |
28,169
-2,468
| -8% | -$273K | 2.25% | 15 |
|
|
2023
Q1 | $3.39M | Sell |
30,637
-30
| -0.1% | -$3.32K | 2.35% | 13 |
|
|
2022
Q4 | $3.1M | Sell |
30,667
-922
| -3% | -$96.1K | 2.24% | 13 |
|
|
2022
Q3 | $3.02M | Hold |
31,589
| – | – | 2.4% | 12 |
|
|
2022
Q2 | $3.14M | Buy |
31,589
+1,545
| +5% | +$160K | 2.35% | 13 |
|
|
2022
Q1 | $3.16M | Buy |
30,044
+2,723
| +10% | +$310K | 2.08% | 16 |
|
|
2021
Q4 | $3M | Sell |
27,321
-192
| -0.7% | -$22.6K | 1.92% | 16 |
|
|
2021
Q3 | $3.29M | Sell |
27,513
-637
| -2% | -$81K | 2.34% | 13 |
|
|
2021
Q2 | $3.85M | Sell |
28,150
-342
| -1% | -$46.4K | 2.63% | 11 |
|
|
2021
Q1 | $3.8M | Sell |
28,492
-38
| -0.1% | -$4.63K | 2.73% | 12 |
|
|
2020
Q4 | $2.72M | Sell |
28,530
-450
| -2% | -$43.1K | 2.12% | 16 |
|
|
2020
Q3 | $2.73M | Sell |
28,980
-925
| -3% | -$91.1K | 2.31% | 16 |
|
|
2020
Q2 | $2.77M | Buy |
29,905
+1,040
| +4% | +$79.3K | 2.39% | 13 |
|
|
2020
Q1 | $1.39M | Buy |
28,865
+3,005
| +12% | +$247K | 1.45% | 21 |
|
|
2019
Q4 | $2.63M | Hold |
25,860
| – | – | 2.05% | 14 |
|
|
2019
Q3 | $2.28M | Buy |
25,860
+1,825
| +8% | +$158K | 1.92% | 16 |
|
|
2019
Q2 | $2.19M | Buy |
24,035
+3,000
| +14% | +$273K | 1.86% | 17 |
|
|
2019
Q1 | $1.78M | Buy |
21,035
+6,495
| +45% | +$551K | 1.56% | 21 |
|
|
2018
Q4 | $1.11M | Buy |
14,540
+700
| +5% | +$62.9K | 1.06% | 32 |
|
|
2018
Q3 | $1.4M | Sell |
13,840
-820
| -6% | -$91.6K | 1.12% | 33 |
|
|
2018
Q2 | $1.79M | Sell |
14,660
-160
| -1% | -$18.7K | 1.44% | 28 |
|
|
2018
Q1 | $1.7M | Sell |
14,820
-215
| -1% | -$25.9K | 1.35% | 29 |
|
|
2017
Q4 | $1.86M | Sell |
15,035
-557
| -4% | -$66.1K | 1.41% | 27 |
|
|
2017
Q3 | $1.63M | Buy |
15,592
+295
| +2% | +$27.9K | 1.28% | 30 |
|
|
2017
Q2 | $1.41M | Buy |
15,297
+895
| +6% | +$76.8K | 1.07% | 36 |
|
|
2017
Q1 | $1.21M | Buy |
14,402
+4,460
| +45% | +$384K | 0.92% | 38 |
|
|
2016
Q4 | $819K | Sell |
9,942
-2,040
| -17% | -$166K | 0.64% | 41 |
|
|
2016
Q3 | $928K | Buy |
11,982
+6,893
| +135% | +$599K | 0.72% | 42 |
|
|
2016
Q2 | $416K | Buy |
+5,089
| New | +$451K | 0.33% | 58 |
|
Other funds holding PII
BGC
CIM
Loudon Investment Management's PII Position: Q4 2024 in Review
Loudon Investment Management sold out of Polaris (PII) in Q4 2024, closing a stake of 23,417 shares — an estimated $1.95M sold.
Loudon Investment Management first reported a position in PII in Q2 2016 and held it in 34 quarters. The position peaked at $3.85M in Q2 2021. 434 funds tracked by Wall St. Rank hold PII as of Q4 2024.
- Loudon Investment Management reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
- Loudon Investment Management sold 23,417 Polaris shares in Q4 2024, an estimated $1.95M.
- Loudon Investment Management first reported a position in Polaris in Q2 2016 and held it in 34 quarters.
- Loudon Investment Management's Polaris position peaked at $3.85M in Q2 2021.
- 434 funds tracked by Wall St. Rank held Polaris as of Q4 2024.
Based on Loudon Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.