R Squared’s Polaris PII Stock Holding History

R Squared’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	-160	Closed	-$9.22K	–	1166
2024 Q4	$9.22K	Buy	+160	New	+$11.1K	0.01%	1176

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 $3.37T AUM 44.26% 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

R Squared's PII Position: Q1 2025 in Review

R Squared sold out of Polaris (PII) in Q1 2025, closing a stake of 160 shares — an estimated $9.22K sold.

R Squared first reported a position in PII in Q4 2024 and held it in 1 quarter. The position peaked at $9.22K in Q4 2024. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

R Squared reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
R Squared sold 160 Polaris shares in Q1 2025, an estimated $9.22K.
R Squared first reported a position in Polaris in Q4 2024 and held it in 1 quarter.
R Squared's Polaris position peaked at $9.22K in Q4 2024.
392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.