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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

IBM Retirement Fund's PII Position: Q4 2021 in Review

IBM Retirement Fund sold out of Polaris (PII) in Q4 2021, closing a stake of 1,676 shares — an estimated $201K sold.

IBM Retirement Fund first reported a position in PII in Q2 2013 and held it in 19 quarters. The position peaked at $3.78M in Q4 2013. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

  • IBM Retirement Fund reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,676 Polaris shares in Q4 2021, an estimated $201K.
  • IBM Retirement Fund first reported a position in Polaris in Q2 2013 and held it in 19 quarters.
  • IBM Retirement Fund's Polaris position peaked at $3.78M in Q4 2013.
  • 496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.