Polaris Wealth Advisory Group’s Dick's Sporting Goods DKS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DKS Stock Details DKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.15M	Buy	65,831 +12,547	+24%	+$1.59M	0.54%	65
2023 Q2	$7.04M	Buy	+53,284	New	+$7.29M	0.53%	66
2022 Q1	–	Sell	-191,107	Closed	-$22M	–	170
2021 Q4	$22M	Buy	+191,107	New	+$22.9M	1.26%	35
2020 Q4	–	Sell	-93,000	Closed	-$5.78M	–	187
2020 Q3	$5.78M	Sell	93,000 -75,118	-45%	-$3.66M	0.54%	47
2020 Q2	$6.83M	Buy	+168,118	New	+$5.34M	0.54%	52

Other funds holding DKS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's DKS Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Dick's Sporting Goods (DKS) stake by 24% in Q3 2023, buying an estimated $1.59M and bringing the position to 65,831 shares worth $7.15M. The position accounts for 0.54% of the portfolio, ranked #65.

Polaris Wealth Advisory Group first reported a position in DKS in Q2 2020 and has held it in 5 quarters since. The position peaked at $22M in Q4 2021. 525 funds tracked by Wall St. Rank hold DKS as of Q3 2023.

Polaris Wealth Advisory Group held 65,831 shares of Dick's Sporting Goods worth $7.15M as of Q3 2023.
Polaris Wealth Advisory Group bought 12,547 Dick's Sporting Goods shares in Q3 2023, an estimated $1.59M.
Dick's Sporting Goods made up 0.54% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #65 holding.
Polaris Wealth Advisory Group first reported a position in Dick's Sporting Goods in Q2 2020 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's Dick's Sporting Goods position peaked at $22M in Q4 2021.
525 funds tracked by Wall St. Rank held Dick's Sporting Goods as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.