ZIM
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Zacks Investment Management’s Polaris PII Stock Holding History

Zacks 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
2023
Q4 		– Sell
-22,151
Closed -$2.31M – 665
2023
Q3 		$2.31M Sell
22,151
-775
-3% -$92.1K 0.03% 253
2023
Q2 		$2.77M Sell
22,926
-643
-3% -$71.1K 0.03% 242
2023
Q1 		$2.61M Buy
+23,569
New +$2.61M 0.03% 246
2018
Q1 		– Sell
-1,632
Closed -$202K – 594
2017
Q4 		$202K Buy
+1,632
New +$194K ﹤0.01% 528
2014
Q4 		– Sell
-3,067
Closed -$459K – 722
2014
Q3 		$459K Buy
3,067
+1,296
+73% +$187K 0.02% 432
2014
Q2 		$231K Sell
1,771
-2
-0.1% -$265 0.01% 626
2014
Q1 		$248K Sell
1,773
-2,089
-54% -$282K 0.01% 578
2013
Q4 		$562K Sell
3,862
-632
-14% -$84.6K 0.02% 345
2013
Q3 		$581K Sell
4,494
-2,078
-32% -$233K 0.03% 302
2013
Q2 		$624K Buy
+6,572
New +$595K 0.03% 276

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Zacks Investment Management's PII Position: Q4 2023 in Review

Zacks Investment Management sold out of Polaris (PII) in Q4 2023, closing a stake of 22,151 shares — an estimated $2.31M sold.

Zacks Investment Management first reported a position in PII in Q2 2013 and held it in 10 quarters. The position peaked at $2.77M in Q2 2023. 475 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • Zacks Investment Management reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 22,151 Polaris shares in Q4 2023, an estimated $2.31M.
  • Zacks Investment Management first reported a position in Polaris in Q2 2013 and held it in 10 quarters.
  • Zacks Investment Management's Polaris position peaked at $2.77M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.