Evergreen Capital Management’s Polaris PII Stock Holding History

Evergreen Capital 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
2025 Q2	–	Sell	-5,480	Closed	-$224K	–	1220
2025 Q1	$224K	Buy	+5,480	New	+$261K	0.01%	928

Other funds holding PII

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's PII Position: Q2 2025 in Review

Evergreen Capital Management sold out of Polaris (PII) in Q2 2025, closing a stake of 5,480 shares — an estimated $224K sold.

Evergreen Capital Management first reported a position in PII in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 410 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Evergreen Capital Management reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
Evergreen Capital Management sold 5,480 Polaris shares in Q2 2025, an estimated $224K.
Evergreen Capital Management first reported a position in Polaris in Q1 2025 and held it in 1 quarter.
Evergreen Capital Management's Polaris position peaked at $224K in Q1 2025.
410 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.