VIM
PII icon

VELA Investment Management’s Polaris PII Stock Holding History

VELA Investment Management’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
-4,635
Closed -$464K – 175
2024
Q1 		$464K Hold
4,635
– – 0.16% 134
2023
Q4 		$439K Hold
4,635
– – 0.17% 132
2023
Q3 		$483K Hold
4,635
– – 0.21% 111
2023
Q2 		$561K Hold
4,635
– – 0.26% 106
2023
Q1 		$513K Sell
4,635
-5,475
-54% -$607K 0.23% 113
2022
Q4 		$1.02M Sell
10,110
-4,926
-33% -$513K 0.5% 67
2022
Q3 		$1.44M Buy
15,036
+2,393
+19% +$268K 0.82% 38
2022
Q2 		$1.25M Buy
12,643
+3,782
+43% +$392K 0.72% 43
2022
Q1 		$933K Buy
8,861
+2,571
+41% +$293K 0.59% 55
2021
Q4 		$691K Buy
+6,290
New +$741K 0.46% 64

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

VELA Investment Management's PII Position: Q2 2024 in Review

VELA Investment Management sold out of Polaris (PII) in Q2 2024, closing a stake of 4,635 shares — an estimated $464K sold.

VELA Investment Management first reported a position in PII in Q4 2021 and held it in 10 quarters. The position peaked at $1.44M in Q3 2022. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • VELA Investment Management reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • VELA Investment Management sold 4,635 Polaris shares in Q2 2024, an estimated $464K.
  • VELA Investment Management first reported a position in Polaris in Q4 2021 and held it in 10 quarters.
  • VELA Investment Management's Polaris position peaked at $1.44M in Q3 2022.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on VELA Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.