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Millstone Evans Group’s Polaris PII Stock Holding History

Millstone Evans 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
Q3 		– Sell
-50
Closed -$2.03K – 848
2025
Q2 		$2.03K Hold
50
– – ﹤0.01% 671
2025
Q1 		$2.05K Hold
50
– – ﹤0.01% 696
2024
Q4 		$2.88K Buy
+50
New +$3.48K ﹤0.01% 620

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Millstone Evans Group's PII Position: Q3 2025 in Review

Millstone Evans Group sold out of Polaris (PII) in Q3 2025, closing a stake of 50 shares — an estimated $2.03K sold.

Millstone Evans Group first reported a position in PII in Q4 2024 and held it in 3 quarters. The position peaked at $2.88K in Q4 2024. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Millstone Evans Group reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Millstone Evans Group sold 50 Polaris shares in Q3 2025, an estimated $2.03K.
  • Millstone Evans Group first reported a position in Polaris in Q4 2024 and held it in 3 quarters.
  • Millstone Evans Group's Polaris position peaked at $2.88K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Millstone Evans Group's 13F filing for Q3 2025, filed 30 Oct 2025.