Morningstar Investment Services LLC Polaris Inc. Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$76.71 - $98.97 $16,722 - $21,575	-218 Reduced 7.06%	2,871 $223,000
Q1 2024 May 15, 2024	SELL	$87.97 - $100.12 $512,689 - $583,499	-5,828 Reduced 65.36%	3,089 $306,000
Q4 2023 Feb 13, 2024	BUY	$82.47 - $102.64 $371,115 - $461,880	4,500 Added 101.88%	8,917 $855,000
Q3 2023 Nov 14, 2023	SELL	$101.71 - $137.17 $13,120 - $17,694	-129 Reduced 2.84%	4,417 $459,000
Q2 2023 Aug 14, 2023	SELL	$102.76 - $121.69 $1.23 Million - $1.46 Million	-11,966 Reduced 72.47%	4,546 $543,000
Q1 2023 May 15, 2023	BUY	$100.53 - $119.93 $1.66 Million - $1.98 Million	16,512 New	16,512 $1.83 Million
Q4 2022 Feb 10, 2023	BUY	$92.65 - $116.62 $4,817 - $6,064	52 Added 0.88%	5,984 $606,000
Q3 2022 Nov 14, 2022	SELL	$95.65 - $122.49 $2.63 Million - $3.36 Million	-27,471 Reduced 82.24%	5,932 $597,000
Q2 2022 Aug 12, 2022	BUY	$94.94 - $111.88 $299,345 - $352,757	3,153 Added 10.42%	33,403 $3.42 Million
Q1 2022 May 10, 2022	BUY	$103.73 - $126.73 $59,748 - $72,996	576 Added 1.94%	30,250 $3.36 Million
Q4 2021 Feb 01, 2022	BUY	$102.55 - $132.2 $76,809 - $99,017	749 Added 2.59%	29,674 $3.26 Million
Q3 2021 Nov 12, 2021	BUY	$115.3 - $139.0 $109,880 - $132,467	953 Added 3.41%	28,925 $3.58 Million
Q2 2021 Aug 12, 2021	BUY	$123.8 - $146.45 $3.46 Million - $4.1 Million	27,972 New	27,972 $3.8 Million
Q2 2020 Jul 30, 2020	SELL	$39.0 - $102.35 $5.07 Million - $13.3 Million	-129,888 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$41.77 - $103.03 $5.43 Million - $13.4 Million	129,888 New	129,888 $6.13 Million
Q2 2019 Aug 13, 2019	SELL	$79.88 - $102.02 $6.89 Million - $8.8 Million	-86,248 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$74.73 - $90.84 $6.45 Million - $7.83 Million	86,248 New	86,248 $7.28 Million
Q4 2018 Feb 14, 2019	SELL	$72.34 - $101.62 $156,905 - $220,413	-2,169 Closed	0 $0
Q3 2018 Nov 08, 2018	BUY	$100.95 - $127.9 $28,669 - $36,323	284 Added 15.07%	2,169 $219,000
Q2 2018 Aug 03, 2018	SELL	$104.5 - $130.63 $21,004 - $26,256	-201 Reduced 9.64%	1,885 $230,000
Q1 2018 May 10, 2018	SELL	$106.1 - $135.34 $33,209 - $42,361	-313 Reduced 13.05%	2,086 $239,000
Q4 2017 Feb 08, 2018	SELL	$103.05 - $133.7 $23,186 - $30,082	-225 Reduced 8.57%	2,399 $297,000
Q3 2017 Nov 09, 2017	BUY	$88.08 - $108.26 $231,121 - $284,074	2,624	2,624 $275,000

Others Institutions Holding PII

# of Institutions

498

Shares Held

46.5M

Call Options Held

440K

Put Options Held

445K

View Full List

About Polaris Inc.

Ticker PII
Exchange NYSE
Sector Consumer Cyclical
Industry Recreational Vehicles
Shares Outstandng 57,958,500
Market Cap $3.31B
Description
Polaris Inc. designs, engineers, manufactures, and markets power sports vehicles worldwide. It operates through three segments: Off-Road, On-Road and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; snowmobiles and snow bikes conversion kit systems; motorcycles; and low emission, ligh...

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