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LS Investment Advisors’s Polaris PII Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-2,343
Closed -$313K – 583
2021
Q1 		$313K Sell
2,343
-825
-26% -$101K 0.02% 575
2020
Q4 		$302K Sell
3,168
-557
-15% -$53.3K 0.02% 625
2020
Q3 		$351K Hold
3,725
– – 0.02% 501
2020
Q2 		$345K Buy
3,725
+59
+2% +$4.5K 0.02% 497
2020
Q1 		$177K Sell
3,666
-1,052
-22% -$86.3K 0.01% 679
2019
Q4 		$480K Buy
4,718
+534
+13% +$51.8K 0.03% 495
2019
Q3 		$368K Buy
4,184
+94
+2% +$8.15K 0.02% 556
2019
Q2 		$373K Sell
4,090
-254
-6% -$23.1K 0.02% 550
2019
Q1 		$367K Sell
4,344
-57
-1% -$4.84K 0.02% 562
2018
Q4 		$337K Sell
4,401
-563
-11% -$50.6K 0.02% 556
2018
Q3 		$501K Sell
4,964
-180
-3% -$20.1K 0.03% 497
2018
Q2 		$628K Buy
5,144
+58
+1% +$6.79K 0.04% 416
2018
Q1 		$582K Sell
5,086
-332
-6% -$39.9K 0.03% 442
2017
Q4 		$672K Sell
5,418
-815
-13% -$96.7K 0.04% 398
2017
Q3 		$652K Sell
6,233
-174
-3% -$16.5K 0.04% 395
2017
Q2 		$591K Buy
6,407
+751
+13% +$64.4K 0.04% 425
2017
Q1 		$474K Sell
5,656
-179
-3% -$15.4K 0.03% 475
2016
Q4 		$481K Buy
5,835
+261
+5% +$21.3K 0.03% 419
2016
Q3 		$432K Sell
5,574
-204
-4% -$17.7K 0.03% 435
2016
Q2 		$472K Buy
5,778
+1,437
+33% +$127K 0.03% 433
2016
Q1 		$428K Buy
4,341
+112
+3% +$9.71K 0.03% 454
2015
Q4 		$363K Buy
4,229
+748
+21% +$79.3K 0.03% 495
2015
Q3 		$417K Buy
3,481
+95
+3% +$12.9K 0.03% 438
2015
Q2 		$502K Buy
3,386
+2,036
+151% +$293K 0.04% 369
2015
Q1 		$190K Hold
1,350
– – 0.01% 597
2014
Q4 		$204K Hold
1,350
– – 0.02% 577
2014
Q3 		$202K Hold
1,350
– – 0.02% 554
2014
Q2 		$176K Sell
1,350
-60
-4% -$7.95K 0.02% 590
2014
Q1 		$197K Hold
1,410
– – 0.02% 549
2013
Q4 		$205K Buy
+1,410
New +$189K 0.02% 519

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LS Investment Advisors's PII Position: Q2 2021 in Review

LS Investment Advisors sold out of Polaris (PII) in Q2 2021, closing a stake of 2,343 shares — an estimated $313K sold.

LS Investment Advisors first reported a position in PII in Q4 2013 and held it in 30 quarters. The position peaked at $672K in Q4 2017. 504 funds tracked by Wall St. Rank hold PII as of Q2 2021.

  • LS Investment Advisors reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 2,343 Polaris shares in Q2 2021, an estimated $313K.
  • LS Investment Advisors first reported a position in Polaris in Q4 2013 and held it in 30 quarters.
  • LS Investment Advisors's Polaris position peaked at $672K in Q4 2017.
  • 504 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.