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Mather Group’s Polaris PII Stock Holding History

Mather Group’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
-67
Closed -$3.86K – 1845
2024
Q4 		$3.86K Hold
67
– – ﹤0.01% 1423
2024
Q3 		$5.58K Sell
67
-113
-63% -$9.18K ﹤0.01% 1285
2024
Q2 		$18K Buy
180
+95
+112% +$8.05K ﹤0.01% 1286
2024
Q1 		$8.06K Buy
+85
New +$7.81K ﹤0.01% 1255
2020
Q3 		– Sell
-2,423
Closed -$224K – 248
2020
Q2 		$224K Buy
+2,423
New +$185K 0.01% 190

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return