Mercer Global Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Buy |
14,870
+2,220
| +18% | +$139K | ﹤0.01% | 1677 |
|
|
2025
Q4 | $800K | Buy |
12,650
+2,799
| +28% | +$184K | ﹤0.01% | 1577 |
|
|
2025
Q3 | $573K | Buy |
9,851
+2,249
| +30% | +$121K | ﹤0.01% | 1685 |
|
|
2025
Q2 | $309K | Buy |
+7,602
| New | +$287K | ﹤0.01% | 1835 |
|
|
2024
Q4 | – | Sell |
-2,697
| Closed | -$223K | – | 2250 |
|
|
2024
Q3 | $223K | Buy |
2,697
+101
| +4% | +$8.21K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $203K | Sell |
2,596
-299
| -10% | -$25.3K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $290K | Sell |
2,895
-300
| -9% | -$27.6K | ﹤0.01% | 1577 |
|
|
2023
Q4 | $303K | Sell |
3,195
-980
| -23% | -$89.8K | ﹤0.01% | 1600 |
|
|
2023
Q3 | $435K | Buy |
4,175
+410
| +11% | +$48.7K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $455K | Sell |
3,765
-984
| -21% | -$109K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $525K | Buy |
4,749
+1,169
| +33% | +$130K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $362K | Sell |
3,580
-972
| -21% | -$101K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $435K | Buy |
4,552
+1,541
| +51% | +$173K | ﹤0.01% | 1191 |
|
|
2022
Q2 | $299K | Buy |
3,011
+120
| +4% | +$12.4K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $304K | Buy |
+2,891
| New | +$329K | ﹤0.01% | 1503 |
|
|
2021
Q3 | – | Sell |
-800
| Closed | -$110K | – | 1803 |
|
|
2021
Q2 | $110K | Hold |
800
| – | – | ﹤0.01% | 1615 |
|
|
2021
Q1 | $107K | Buy |
+800
| New | +$97.5K | ﹤0.01% | 1550 |
|
|
2019
Q4 | – | Sell |
-4,016
| Closed | -$353K | – | 1196 |
|
|
2019
Q3 | $353K | Buy |
+4,016
| New | +$348K | 0.01% | 835 |
|
Other funds holding PII
VPM
VCM
