KCM
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Kennedy Capital Management’s Polaris PII Stock Holding History

Kennedy 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
2026
Q1 		$10.4M Sell
190,410
-2,988
-2% -$187K 0.22% 168
2025
Q4 		$12.2M Buy
193,398
+32,215
+20% +$2.12M 0.26% 142
2025
Q3 		$9.37M Sell
161,183
-45,053
-22% -$2.43M 0.21% 170
2025
Q2 		$8.38M Buy
206,236
+10,350
+5% +$390K 0.2% 180
2025
Q1 		$8.02M Buy
195,886
+87,009
+80% +$4.14M 0.19% 184
2024
Q4 		$6.27M Buy
108,877
+55,528
+104% +$3.86M 0.14% 263
2024
Q3 		$4.44M Buy
+53,349
New +$4.33M 0.1% 347
2016
Q2 		– Sell
-57,678
Closed -$5.68M – 739
2016
Q1 		$5.68M Sell
57,678
-1,529
-3% -$133K 0.12% 319
2015
Q4 		$5.09M Sell
59,207
-2,204
-4% -$234K 0.1% 363
2015
Q3 		$7.36M Buy
+61,411
New +$8.34M 0.15% 240

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VPM
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VCM
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AQR Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return