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New York Life Investment Management’s Polaris PII Stock Holding History

New York Life Investment Management’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
Q3 		– Sell
-6,512
Closed -$510K – 869
2024
Q2 		$510K Buy
6,512
+626
+11% +$53K 0.01% 802
2024
Q1 		$589K Sell
5,886
-202
-3% -$18.6K 0.01% 768
2023
Q4 		$577K Buy
6,088
+167
+3% +$15.3K 0.01% 780
2023
Q3 		$617K Buy
5,921
+3,043
+106% +$361K 0.01% 729
2023
Q2 		$348K Buy
+2,878
New +$318K ﹤0.01% 1170

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New York Life Investment Management's PII Position: Q3 2024 in Review

New York Life Investment Management sold out of Polaris (PII) in Q3 2024, closing a stake of 6,512 shares — an estimated $510K sold.

New York Life Investment Management first reported a position in PII in Q2 2023 and held it in 5 quarters. The position peaked at $617K in Q3 2023. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • New York Life Investment Management reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • New York Life Investment Management sold 6,512 Polaris shares in Q3 2024, an estimated $510K.
  • New York Life Investment Management first reported a position in Polaris in Q2 2023 and held it in 5 quarters.
  • New York Life Investment Management's Polaris position peaked at $617K in Q3 2023.
  • 439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.