Code Waechter’s Polaris PII Stock Holding History

Code Waechter’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 Q1	–	Sell	-3,724	Closed	-$215K	–	134
2024 Q4	$215K	Buy	3,724 +1,135	+44%	+$79K	0.19%	93
2024 Q3	$216K	Buy	+2,589	New	+$210K	0.21%	92

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Code Waechter's PII Position: Q1 2025 in Review

Code Waechter sold out of Polaris (PII) in Q1 2025, closing a stake of 3,724 shares — an estimated $215K sold.

Code Waechter first reported a position in PII in Q3 2024 and held it in 2 quarters. The position peaked at $216K in Q3 2024. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Code Waechter reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Code Waechter sold 3,724 Polaris shares in Q1 2025, an estimated $215K.
Code Waechter first reported a position in Polaris in Q3 2024 and held it in 2 quarters.
Code Waechter's Polaris position peaked at $216K in Q3 2024.
392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Code Waechter's 13F filing for Q1 2025, filed 30 Apr 2025.