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Beutel, Goodman & Co’s Polaris PII Stock Holding History

Beutel, Goodman & Co’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
2025
Q2 		– Sell
-2,790,910
Closed -$114M – 195
2025
Q1 		$114M Buy
2,790,910
+15,579
+0.6% +$742K 0.66% 52
2024
Q4 		$160M Buy
2,775,331
+69,766
+3% +$4.85M 0.87% 51
2024
Q3 		$225M Sell
2,705,565
-25,900
-0.9% -$2.1M 1.11% 46
2024
Q2 		$214M Buy
2,731,465
+151,280
+6% +$12.8M 1.14% 44
2024
Q1 		$258M Buy
2,580,185
+360,567
+16% +$33.1M 1.33% 38
2023
Q4 		$210M Sell
2,219,618
-7,215
-0.3% -$661K 1.12% 45
2023
Q3 		$232M Sell
2,226,833
-795
-0% -$94.4K 1.37% 39
2023
Q2 		$269M Buy
2,227,628
+50,301
+2% +$5.56M 1.51% 31
2023
Q1 		$241M Buy
2,177,327
+51,111
+2% +$5.66M 1.42% 33
2022
Q4 		$215M Sell
2,126,216
-7,325
-0.3% -$763K 1.3% 38
2022
Q3 		$204M Sell
2,133,541
-18,282
-0.8% -$2.05M 1.38% 31
2022
Q2 		$214M Buy
2,151,823
+58,725
+3% +$6.08M 1.33% 30
2022
Q1 		$220M Buy
2,093,098
+59,885
+3% +$6.82M 1.25% 36
2021
Q4 		$223M Buy
2,033,213
+153,606
+8% +$18.1M 1.28% 33
2021
Q3 		$225M Buy
1,879,607
+807,091
+75% +$103M 1.38% 31
2021
Q2 		$147M Buy
+1,072,516
New +$145M 0.87% 41

Other funds holding PII

BlackRock
BlackRock New York $5.72T 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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beutel, Goodman & Co's PII Position: Q2 2025 in Review

Beutel, Goodman & Co sold out of Polaris (PII) in Q2 2025, closing a stake of 2,790,910 shares — an estimated $114M sold.

Beutel, Goodman & Co first reported a position in PII in Q2 2021 and held it in 16 quarters. The position peaked at $269M in Q2 2023. 410 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Beutel, Goodman & Co reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Beutel, Goodman & Co sold 2,790,910 Polaris shares in Q2 2025, an estimated $114M.
  • Beutel, Goodman & Co first reported a position in Polaris in Q2 2021 and held it in 16 quarters.
  • Beutel, Goodman & Co's Polaris position peaked at $269M in Q2 2023.
  • 410 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Beutel, Goodman & Co's 13F filing for Q2 2025, filed 13 Aug 2025.