Quantinno Capital Management’s Polaris PII Stock Holding History

Quantinno Capital 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
2026 Q1	$20M	Buy	367,269 +37,193	+11%	+$2.33M	0.03%	617
2025 Q4	$20.9M	Buy	330,076 +31,548	+11%	+$2.08M	0.04%	498
2025 Q3	$17.4M	Buy	298,528 +92,550	+45%	+$4.99M	0.05%	446
2025 Q2	$8.37M	Buy	205,978 +104,311	+103%	+$3.93M	0.04%	608
2025 Q1	$4.16M	Buy	101,667 +8,280	+9%	+$394K	0.03%	728
2024 Q4	$5.38M	Buy	93,387 +66,584	+248%	+$4.63M	0.05%	447
2024 Q3	$2.23M	Buy	26,803 +22,648	+545%	+$1.84M	0.03%	685
2024 Q2	$325K	Buy	4,155 +1,539	+59%	+$130K	0.01%	1132
2024 Q1	$262K	Buy	+2,616	New	+$240K	0.01%	1118
2023 Q3	–	Sell	-9,142	Closed	-$1.11M	–	1023
2023 Q2	$1.11M	Sell	9,142 -1,789	-16%	-$198K	0.06%	401
2023 Q1	$1.21M	Buy	+10,931	New	+$1.21M	0.08%	323
2019 Q3	–	Sell	-5,091	Closed	-$464K	–	488
2019 Q2	$464K	Buy	+5,091	New	+$464K	0.27%	145

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return