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MainStreet Investment Advisors’s Polaris PII Stock Holding History

MainStreet 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
2024
Q2 		– Sell
-3,417
Closed -$342K – 179
2024
Q1 		$342K Sell
3,417
-120
-3% -$11K 0.04% 142
2023
Q4 		$335K Sell
3,537
-78
-2% -$7.14K 0.04% 141
2023
Q3 		$376K Sell
3,615
-103
-3% -$12.2K 0.04% 144
2023
Q2 		$450K Sell
3,718
-22
-0.6% -$2.43K 0.05% 138
2023
Q1 		$414K Sell
3,740
-43
-1% -$4.76K 0.04% 146
2022
Q4 		$382K Buy
3,783
+66
+2% +$6.88K 0.04% 133
2022
Q3 		$356K Hold
3,717
– – 0.04% 136
2022
Q2 		$369K Sell
3,717
-34
-0.9% -$3.52K 0.04% 140
2022
Q1 		$395K Buy
3,751
+8
+0.2% +$912 0.04% 149
2021
Q4 		$411K Sell
3,743
-53
-1% -$6.24K 0.04% 154
2021
Q3 		$454K Sell
3,796
-42
-1% -$5.34K 0.04% 137
2021
Q2 		$526K Buy
3,838
+7
+0.2% +$949 0.04% 142
2021
Q1 		$511K Sell
3,831
-80
-2% -$9.75K 0.04% 140
2020
Q4 		$373K Sell
3,911
-382
-9% -$36.6K 0.03% 152
2020
Q3 		$405K Sell
4,293
-42
-1% -$4.13K 0.03% 150
2020
Q2 		$401K Sell
4,335
-818
-16% -$62.3K 0.03% 192
2020
Q1 		$248K Sell
5,153
-196
-4% -$16.1K 0.03% 230
2019
Q4 		$543K Buy
5,349
+545
+11% +$52.9K 0.06% 126
2019
Q3 		$422K Sell
4,804
-55
-1% -$4.77K 0.06% 122
2019
Q2 		$443K Buy
+4,859
New +$442K 0.06% 122
2019
Q1 		– Sell
-4,907
Closed -$376K – 144
2018
Q4 		$376K Sell
4,907
-409
-8% -$36.8K 0.06% 114
2018
Q3 		$537K Sell
5,316
-186
-3% -$20.8K 0.07% 113
2018
Q2 		$672K Buy
5,502
+456
+9% +$53.3K 0.1% 99
2018
Q1 		$578K Sell
5,046
-128
-2% -$15.4K 0.09% 103
2017
Q4 		$642K Buy
+5,174
New +$614K 0.1% 105

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 $3.38T AUM 44.17% 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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MainStreet Investment Advisors's PII Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of Polaris (PII) in Q2 2024, closing a stake of 3,417 shares — an estimated $342K sold.

MainStreet Investment Advisors first reported a position in PII in Q4 2017 and held it in 25 quarters. The position peaked at $672K in Q2 2018. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • MainStreet Investment Advisors reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 3,417 Polaris shares in Q2 2024, an estimated $342K.
  • MainStreet Investment Advisors first reported a position in Polaris in Q4 2017 and held it in 25 quarters.
  • MainStreet Investment Advisors's Polaris position peaked at $672K in Q2 2018.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.