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Patriot Investment Management Group’s Polaris PII Stock Holding History

Patriot Investment Management Group’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
-3,347
Closed -$335K – 243
2024
Q1 		$335K Sell
3,347
-193
-5% -$17.7K 0.03% 197
2023
Q4 		$335K Sell
3,540
-101
-3% -$9.25K 0.03% 190
2023
Q3 		$379K Sell
3,641
-105
-3% -$12.5K 0.03% 181
2023
Q2 		$453K Sell
3,746
-231
-6% -$25.5K 0.04% 170
2023
Q1 		$440K Sell
3,977
-201
-5% -$22.3K 0.04% 175
2022
Q4 		$448K Buy
4,178
+23
+0.6% +$2.4K 0.04% 175
2022
Q3 		$397K Buy
+4,155
New +$466K 0.04% 175
2022
Q2 		– Sell
-1,966
Closed -$207K – 252
2022
Q1 		$207K Buy
1,966
+11
+0.6% +$1.25K 0.02% 242
2021
Q4 		$214K Buy
1,955
+9
+0.5% +$1.06K 0.02% 239
2021
Q3 		$232K Buy
1,946
+9
+0.5% +$1.14K 0.02% 227
2021
Q2 		$265K Buy
1,937
+8
+0.4% +$1.08K 0.02% 215
2021
Q1 		$257K Buy
+1,929
New +$235K 0.03% 212
2020
Q3 		– Sell
-2,090
Closed -$193K – 523
2020
Q2 		$193K Buy
+2,090
New +$159K 0.02% 212
2020
Q1 		– Sell
-2,057
Closed -$209K – 218
2019
Q4 		$209K Buy
+2,057
New +$200K 0.03% 209

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

Patriot Investment Management Group's PII Position: Q2 2024 in Review

Patriot Investment Management Group sold out of Polaris (PII) in Q2 2024, closing a stake of 3,347 shares — an estimated $335K sold.

Patriot Investment Management Group first reported a position in PII in Q4 2019 and held it in 14 quarters. The position peaked at $453K in Q2 2023. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Patriot Investment Management Group reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,347 Polaris shares in Q2 2024, an estimated $335K.
  • Patriot Investment Management Group first reported a position in Polaris in Q4 2019 and held it in 14 quarters.
  • Patriot Investment Management Group's Polaris position peaked at $453K in Q2 2023.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Patriot Investment Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.