MJP Associates’s Polaris PII Stock Holding History

MJP Associates’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	-3,597	Closed	-$207K	–	247
2024 Q4	$207K	Buy	+3,597	New	+$250K	0.04%	222

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MJP Associates's PII Position: Q1 2025 in Review

MJP Associates sold out of Polaris (PII) in Q1 2025, closing a stake of 3,597 shares — an estimated $207K sold.

MJP Associates first reported a position in PII in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

MJP Associates reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
MJP Associates sold 3,597 Polaris shares in Q1 2025, an estimated $207K.
MJP Associates first reported a position in Polaris in Q4 2024 and held it in 1 quarter.
MJP Associates's Polaris position peaked at $207K in Q4 2024.
393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.