Wellington Management Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $1.68M | Buy |
|
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|
2024
Q2 | $1.43M | Buy |
|
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|
2024
Q1 | $690K | Buy |
|
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $784K | Sell |
|
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|
2023
Q1 | $838K | Buy |
|
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $947K | Sell |
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|
2021
Q3 | $139M | Sell |
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|
2021
Q2 | $235M | Sell |
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|
2021
Q1 | $283M | Buy |
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|
2020
Q4 | $194M | Sell |
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|
2020
Q3 | $222M | Buy |
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|
2020
Q2 | $193M | Buy |
|
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|
2020
Q1 | $4.78M | Sell |
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|
2019
Q4 | $16M | Buy |
|
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|
2019
Q3 | $6.79M | Sell |
|
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|
2019
Q2 | $9.24M | Sell |
|
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|
2019
Q1 | $109M | Sell |
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|
2018
Q4 | $104M | Sell |
|
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|
2018
Q3 | $149M | Buy |
|
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|
2018
Q2 | $131M | Buy |
|
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|
2018
Q1 | $122M | Buy |
|
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|
2017
Q4 | $1.87M | Buy |
|
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|
2017
Q3 | $944K | Sell |
|
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|
2017
Q2 | $877K | Buy |
|
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|
2017
Q1 | $451K | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $4.11M | Sell |
|
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|
2016
Q2 | $55.2M | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $2.33M | Buy |
|
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|
2015
Q3 | $1.75M | Sell |
|
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|
2015
Q2 | $2.49M | Sell |
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|
2015
Q1 | $2.48M | Sell |
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|
2014
Q4 | $7.6M | Buy |
|
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|
2014
Q3 | $2.27M | Sell |
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|
2014
Q2 | $16M | Sell |
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|
2014
Q1 | $21.3M | Sell |
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|
2013
Q4 | $22.9M | Buy |
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|
2013
Q3 | $19.7M | Sell |
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|
2013
Q2 | $26.4M | Buy |
|