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Stephens Investment Management Group’s Polaris PII Stock Holding History

Stephens 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
2015
Q4 		– Sell
-12,030
Closed -$1.44M – 190
2015
Q3 		$1.44M Sell
12,030
-3,980
-25% -$540K 0.05% 156
2015
Q2 		$2.37M Buy
16,010
+425
+3% +$61.2K 0.07% 149
2015
Q1 		$2.2M Buy
15,585
+1,080
+7% +$159K 0.07% 148
2014
Q4 		$2.19M Buy
14,505
+175
+1% +$26.2K 0.07% 150
2014
Q3 		$2.15M Buy
14,330
+320
+2% +$46.2K 0.06% 155
2014
Q2 		$1.82M Sell
14,010
-600
-4% -$79.5K 0.06% 160
2014
Q1 		$2.04M Buy
14,610
+200
+1% +$27K 0.06% 163
2013
Q4 		$2.1M Buy
14,410
+1,140
+9% +$153K 0.07% 158
2013
Q3 		$1.71M Buy
13,270
+200
+2% +$22.5K 0.06% 159
2013
Q2 		$1.24M Buy
+13,070
New +$1.18M 0.07% 144

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stephens Investment Management Group's PII Position: Q4 2015 in Review

Stephens Investment Management Group sold out of Polaris (PII) in Q4 2015, closing a stake of 12,030 shares — an estimated $1.44M sold.

Stephens Investment Management Group first reported a position in PII in Q2 2013 and held it in 10 quarters. The position peaked at $2.37M in Q2 2015. 479 funds tracked by Wall St. Rank hold PII as of Q4 2015.

  • Stephens Investment Management Group reported no remaining Polaris position as of Q4 2015 after selling out during the quarter.
  • Stephens Investment Management Group sold 12,030 Polaris shares in Q4 2015, an estimated $1.44M.
  • Stephens Investment Management Group first reported a position in Polaris in Q2 2013 and held it in 10 quarters.
  • Stephens Investment Management Group's Polaris position peaked at $2.37M in Q2 2015.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q4 2015.

Based on Stephens Investment Management Group's 13F filing for Q4 2015, filed 10 Feb 2016.