First Horizon Advisors’s Polaris PII Stock Holding History

First Horizon 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	-362	Closed	-$20.9K	–	2371
2024 Q4	$20.9K	Buy	362 +127	+54%	+$8.84K	﹤0.01%	1315
2024 Q3	$19.6K	Buy	235 +79	+51%	+$6.42K	﹤0.01%	1365
2024 Q2	$12.2K	Buy	156 +144	+1,200%	+$12.2K	﹤0.01%	1450
2024 Q1	$1.2K	Hold	12	–	–	﹤0.01%	2129
2023 Q4	$1.14K	Hold	12	–	–	﹤0.01%	2178
2023 Q3	$1.25K	Hold	12	–	–	﹤0.01%	2127
2023 Q2	$1.45K	Sell	12 -6	-33%	-$663	﹤0.01%	2183
2023 Q1	$1.99K	Hold	18	–	–	﹤0.01%	2099
2022 Q4	$1.82K	Sell	18 -70	-80%	-$7.29K	﹤0.01%	2082
2022 Q3	$8K	Sell	88 -118	-57%	-$13.2K	﹤0.01%	1607
2022 Q2	$19K	Buy	206 +109	+112%	+$11.3K	﹤0.01%	1314
2022 Q1	$10K	Sell	97 -29	-23%	-$3.31K	﹤0.01%	1100
2021 Q4	$13K	Sell	126 -12	-9%	-$1.41K	﹤0.01%	1440
2021 Q3	$15K	Buy	138 +79	+134%	+$10K	﹤0.01%	1384
2021 Q2	$8K	Buy	59 +47	+392%	+$6.37K	﹤0.01%	1412
2021 Q1	$1K	Buy	+12	New	+$1.46K	﹤0.01%	1798
2020 Q1	–	Sell	-389	Closed	-$31.9K	–	1522
2019 Q4	$39K	Hold	389	–	–	﹤0.01%	635
2019 Q3	$34K	Hold	389	–	–	﹤0.01%	658
2019 Q2	$35K	Buy	389 +227	+140%	+$20.7K	﹤0.01%	679
2019 Q1	$13K	Sell	162 -147	-48%	-$12.5K	﹤0.01%	977
2018 Q4	$23K	Buy	309 +73	+31%	+$6.56K	﹤0.01%	743
2018 Q3	$23K	Sell	236 -300	-56%	-$33.5K	﹤0.01%	836
2018 Q2	$65K	Buy	536 +374	+231%	+$43.8K	0.01%	528
2018 Q1	$19K	Hold	162	–	–	﹤0.01%	817
2017 Q4	$20K	Sell	162 -100	-38%	-$11.9K	﹤0.01%	819
2017 Q3	$27K	Hold	262	–	–	﹤0.01%	684
2017 Q2	$23K	Sell	262 -564	-68%	-$48.4K	﹤0.01%	732
2017 Q1	$69K	Buy	826 +564	+215%	+$48.5K	0.01%	457
2016 Q4	$20K	Hold	262	–	–	﹤0.01%	797
2016 Q3	$20K	Sell	262 -413	-61%	-$35.9K	﹤0.01%	790
2016 Q2	$54K	Sell	675 -203	-23%	-$18K	0.01%	505
2016 Q1	$81K	Buy	878 +791	+909%	+$68.6K	0.01%	456
2015 Q4	$7K	Sell	87 -256	-75%	-$27.1K	﹤0.01%	993
2015 Q3	$40K	Sell	343 -1,132	-77%	-$154K	0.01%	580
2015 Q2	$219K	Sell	1,475 -276	-16%	-$39.7K	0.03%	288
2015 Q1	$247K	Buy	1,751 +1	+0.1%	+$147	0.04%	280
2014 Q4	$265K	Buy	1,750 +1,382	+376%	+$207K	0.04%	277
2014 Q3	$55K	Sell	368 -186	-34%	-$26.9K	0.01%	504
2014 Q2	$78K	Sell	554 -9	-2%	-$1.19K	0.01%	459
2014 Q1	$77K	Buy	563 +50	+10%	+$6.75K	0.01%	431
2013 Q4	$66K	Buy	513 +230	+81%	+$30.8K	0.01%	438
2013 Q3	$37K	Hold	283	–	–	0.01%	502
2013 Q2	$27K	Buy	+283	New	+$25.6K	0.01%	304

Other funds holding PII

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

BGC

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

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

First Horizon Advisors's PII Position: Q1 2025 in Review

First Horizon Advisors sold out of Polaris (PII) in Q1 2025, closing a stake of 362 shares — an estimated $20.9K sold.

First Horizon Advisors first reported a position in PII in Q2 2013 and held it in 43 quarters. The position peaked at $265K in Q4 2014. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

First Horizon Advisors reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
First Horizon Advisors sold 362 Polaris shares in Q1 2025, an estimated $20.9K.
First Horizon Advisors first reported a position in Polaris in Q2 2013 and held it in 43 quarters.
First Horizon Advisors's Polaris position peaked at $265K in Q4 2014.
392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.