Illinois Municipal Retirement Fund’s Polaris PII Stock Holding History

Illinois Municipal 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
2025 Q1	–	Sell	-7,019	Closed	-$404K	–	1365
2024 Q4	$404K	Hold	7,019	–	–	0.01%	1261
2024 Q3	$584K	Hold	7,019	–	–	0.01%	1162
2024 Q2	$550K	Hold	7,019	–	–	0.01%	1164
2024 Q1	$703K	Hold	7,019	–	–	0.01%	1103
2023 Q4	$665K	Hold	7,019	–	–	0.01%	1108
2023 Q3	$731K	Hold	7,019	–	–	0.01%	997
2023 Q2	$849K	Hold	7,019	–	–	0.02%	685
2023 Q1	$777K	Hold	7,019	–	–	0.02%	688
2022 Q4	$709K	Hold	7,019	–	–	0.02%	687
2022 Q3	$671K	Hold	7,019	–	–	0.02%	680
2022 Q2	$697K	Buy	7,019 +3,288	+88%	+$341K	0.02%	684
2022 Q1	$393K	Hold	3,731	–	–	0.01%	732
2021 Q4	$410K	Hold	3,731	–	–	0.01%	740
2021 Q3	$446K	Hold	3,731	–	–	0.02%	689
2021 Q2	$511K	Hold	3,731	–	–	0.02%	653
2021 Q1	$498K	Hold	3,731	–	–	0.02%	641
2020 Q4	$355K	Buy	3,731 +1,968	+112%	+$188K	0.02%	757
2020 Q3	$166K	Buy	+1,763	New	+$174K	0.02%	694

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

Illinois Municipal Retirement Fund's PII Position: Q1 2025 in Review

Illinois Municipal Retirement Fund sold out of Polaris (PII) in Q1 2025, closing a stake of 7,019 shares — an estimated $404K sold.

Illinois Municipal Retirement Fund first reported a position in PII in Q3 2020 and held it in 18 quarters. The position peaked at $849K in Q2 2023. 391 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Illinois Municipal Retirement Fund reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Illinois Municipal Retirement Fund sold 7,019 Polaris shares in Q1 2025, an estimated $404K.
Illinois Municipal Retirement Fund first reported a position in Polaris in Q3 2020 and held it in 18 quarters.
Illinois Municipal Retirement Fund's Polaris position peaked at $849K in Q2 2023.
391 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2025, filed 24 Apr 2025.