Crewe Advisors’s Polaris PII Stock Holding History

Crewe Advisors’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	Closed	-$173	–	742
2024 Q4	$173	Buy	+3	New	+$209	﹤0.01%	633
2024 Q3	–	Sell	-40	Closed	-$3.13K	–	924
2024 Q2	$3.13K	Sell	40 -58	-59%	-$4.91K	﹤0.01%	852
2024 Q1	$9.81K	Buy	98 +58	+145%	+$5.33K	﹤0.01%	621
2023 Q4	$3.79K	Hold	40	–	–	﹤0.01%	265
2023 Q3	$4.17K	Hold	40	–	–	﹤0.01%	304
2023 Q2	$4.84K	Sell	40 -100	-71%	-$11.1K	﹤0.01%	467
2023 Q1	$15.5K	Hold	140	–	–	﹤0.01%	477
2022 Q4	$14.1K	Hold	140	–	–	﹤0.01%	478
2022 Q3	$13K	Hold	140	–	–	﹤0.01%	589
2022 Q2	$14K	Hold	140	–	–	﹤0.01%	522
2022 Q1	$15K	Hold	140	–	–	﹤0.01%	326
2021 Q4	$15K	Buy	+140	New	+$16.5K	﹤0.01%	290

Other funds holding PII

Capital World Investors

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 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

American Century Companies

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