Meeder Asset Management’s Polaris PII Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-238	Closed	-$23K	–	1661
2022 Q3	$23K	Buy	238 +55	+30%	+$6.17K	﹤0.01%	1066
2022 Q2	$18K	Sell	183 -327	-64%	-$33.9K	﹤0.01%	1179
2022 Q1	$54K	Sell	510 -30	-6%	-$3.42K	﹤0.01%	949
2021 Q4	$59K	Buy	540 +52	+11%	+$6.13K	0.01%	475
2021 Q3	$58K	Buy	488 +25	+5%	+$3.18K	﹤0.01%	1054
2021 Q2	$63K	Sell	463 -79	-15%	-$10.7K	﹤0.01%	1051
2021 Q1	$72K	Buy	542 +520	+2,364%	+$63.4K	﹤0.01%	1000
2020 Q4	$2K	Sell	22 -1,771	-99%	-$169K	﹤0.01%	1521
2020 Q3	$169K	Buy	1,793 +1,555	+653%	+$153K	0.01%	652
2020 Q2	$22K	Sell	238 -638	-73%	-$48.6K	﹤0.01%	1107
2020 Q1	$42K	Sell	876 -9,666	-92%	-$793K	﹤0.01%	975
2019 Q4	$1.07M	Buy	10,542 +8,841	+520%	+$858K	0.07%	246
2019 Q3	$151K	Buy	1,701 +827	+95%	+$71.7K	0.01%	685
2019 Q2	$79K	Buy	+874	New	+$79.6K	0.01%	820
2017 Q2	–	Sell	-115	Closed	-$10K	–	1819
2017 Q1	$10K	Buy	+115	New	+$9.9K	﹤0.01%	862

Other funds holding PII

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return