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

495

Shares Held

46.6M

Call Options Held

440K

Put Options Held

445K

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About Polaris Inc.

Ticker PII
Exchange NYSE
Sector Consumer Cyclical
Industry Recreational Vehicles
Shares Outstandng 57,958,500
Market Cap $3.87B
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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