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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 $846B AUM 46.74% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mather Group's PII Position: Q1 2025 in Review

Mather Group sold out of Polaris (PII) in Q1 2025, closing a stake of 67 shares — an estimated $3.86K sold.

Mather Group first reported a position in PII in Q2 2020 and held it in 5 quarters. The position peaked at $224K in Q2 2020. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Mather Group reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 67 Polaris shares in Q1 2025, an estimated $3.86K.
  • Mather Group first reported a position in Polaris in Q2 2020 and held it in 5 quarters.
  • Mather Group's Polaris position peaked at $224K in Q2 2020.
  • 392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.