IRF
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IBM Retirement Fund’s Polaris PII Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-1,676
Closed -$201K – 670
2021
Q3 		$201K Hold
1,676
– – 0.02% 731
2021
Q2 		$230K Sell
1,676
-385
-19% -$52.2K 0.02% 691
2021
Q1 		$275K Sell
2,061
-110
-5% -$13.4K 0.02% 651
2020
Q4 		$207K Buy
+2,171
New +$208K 0.01% 745
2017
Q1 		– Sell
-4,810
Closed -$396K – 634
2016
Q4 		$396K Sell
4,810
-869
-15% -$70.9K 0.02% 673
2016
Q3 		$440K Sell
5,679
-402
-7% -$34.9K 0.02% 685
2016
Q2 		$497K Sell
6,081
-594
-9% -$52.6K 0.02% 656
2016
Q1 		$657K Sell
6,675
-9,658
-59% -$838K 0.02% 552
2015
Q4 		$1.4M Buy
16,333
+2,132
+15% +$226K 0.03% 618
2015
Q3 		$1.7M Sell
14,201
-1,997
-12% -$271K 0.04% 470
2015
Q2 		$2.4M Buy
16,198
+4
+0% +$576 0.05% 417
2015
Q1 		$2.29M Sell
16,194
-21
-0.1% -$3.1K 0.04% 447
2014
Q4 		$2.45M Buy
16,215
+700
+5% +$105K 0.05% 411
2014
Q3 		$2.35M Sell
15,515
-1,273
-8% -$184K 0.05% 401
2014
Q2 		$2.17M Buy
16,788
+85
+0.5% +$11.3K 0.04% 462
2014
Q1 		$2.33M Sell
16,703
-9,282
-36% -$1.25M 0.05% 422
2013
Q4 		$3.78M Sell
25,985
-1,070
-4% -$143K 0.05% 393
2013
Q3 		$3.5M Sell
27,055
-3,736
-12% -$419K 0.05% 418
2013
Q2 		$2.92M Buy
+30,791
New +$2.79M 0.04% 502

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return