Aigen Investment Management’s Polaris PII Stock Holding History

Aigen 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
2026 Q1	$366K	Buy	+6,715	New	+$421K	0.09%	284
2025 Q1	–	Sell	-14,561	Closed	-$839K	–	968
2024 Q4	$839K	Buy	+14,561	New	+$1.01M	0.15%	204
2023 Q3	–	Sell	-3,008	Closed	-$364K	–	1026
2023 Q2	$364K	Buy	+3,008	New	+$332K	0.05%	427
2022 Q1	–	Sell	-8,694	Closed	-$955K	–	953
2021 Q4	$955K	Buy	+8,694	New	+$1.02M	0.06%	437
2021 Q2	–	Sell	-9,554	Closed	-$1.27M	–	677
2021 Q1	$1.27M	Sell	9,554 -2,445	-20%	-$298K	0.17%	146
2020 Q4	$1.14M	Buy	+11,999	New	+$1.15M	0.15%	173
2020 Q3	–	Sell	-6,357	Closed	-$588K	–	1061
2020 Q2	$588K	Buy	6,357 +5,292	+497%	+$403K	0.08%	416
2020 Q1	$51K	Sell	1,065 -157	-13%	-$12.9K	0.01%	988
2019 Q4	$124K	Buy	+1,222	New	+$119K	0.02%	642

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return