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Paloma Partners’s Polaris PII Stock Holding History

Paloma Partners’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
Q3 		– Sell
-2,600
Closed -$318K – 1850
2018
Q2 		$318K Sell
2,600
-5,000
-66% -$585K 0.01% 1251
2018
Q1 		$870K Sell
7,600
-700
-8% -$84.2K 0.01% 1061
2017
Q4 		$1.03M Buy
+8,300
New +$985K 0.01% 1024

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Paloma Partners's PII Position: Q4 2024 in Review

Paloma Partners sold out of Polaris (PII) in Q4 2024, closing a stake of 2,603 shares — an estimated $217K sold.

Paloma Partners first reported a position in PII in Q3 2013 and held it in 23 quarters. The position peaked at $11M in Q4 2015. 434 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Paloma Partners reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 2,603 Polaris shares in Q4 2024, an estimated $217K.
  • Paloma Partners first reported a position in Polaris in Q3 2013 and held it in 23 quarters.
  • Paloma Partners's Polaris position peaked at $11M in Q4 2015.
  • 434 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.