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PKO Investment Management Joint-Stock’s Polaris PII Stock Holding History

PKO Investment Management Joint-Stock’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
-7,500
Closed -$587K – 166
2024
Q2 		$587K Hold
7,500
– – 0.07% 140
2024
Q1 		$755K Hold
7,500
– – 0.09% 130
2023
Q4 		$711K Buy
+7,500
New +$687K 0.09% 120

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

PKO Investment Management Joint-Stock's PII Position: Q3 2024 in Review

PKO Investment Management Joint-Stock sold out of Polaris (PII) in Q3 2024, closing a stake of 7,500 shares — an estimated $587K sold.

PKO Investment Management Joint-Stock first reported a position in PII in Q4 2023 and held it in 3 quarters. The position peaked at $755K in Q1 2024. 438 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • PKO Investment Management Joint-Stock reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • PKO Investment Management Joint-Stock sold 7,500 Polaris shares in Q3 2024, an estimated $587K.
  • PKO Investment Management Joint-Stock first reported a position in Polaris in Q4 2023 and held it in 3 quarters.
  • PKO Investment Management Joint-Stock's Polaris position peaked at $755K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on PKO Investment Management Joint-Stock's 13F filing for Q3 2024, filed 13 Mar 2025.