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Schechter Investment Advisors’s Polaris PII Stock Holding History

Schechter Investment Advisors’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
-10,612
Closed -$611K – 675
2024
Q4 		$611K Sell
10,612
-248
-2% -$17.3K 0.05% 342
2024
Q3 		$904K Buy
10,860
+1,353
+14% +$110K 0.07% 270
2024
Q2 		$744K Sell
9,507
-3,034
-24% -$257K 0.06% 295
2024
Q1 		$1.26M Buy
12,541
+1,579
+14% +$145K 0.09% 200
2023
Q4 		$1.04M Sell
10,962
-1,432
-12% -$131K 0.09% 221
2023
Q3 		$1.29M Sell
12,394
-2,413
-16% -$287K 0.13% 177
2023
Q2 		$1.79M Sell
14,807
-692
-4% -$76.5K 0.16% 131
2023
Q1 		$1.71M Buy
15,499
+550
+4% +$60.9K 0.16% 135
2022
Q4 		$1.51M Buy
14,949
+119
+0.8% +$12.4K 0.14% 178
2022
Q3 		$1.42M Sell
14,830
-17
-0.1% -$1.91K 0.14% 181
2022
Q2 		$1.47M Sell
14,847
-217
-1% -$22.5K 0.14% 163
2022
Q1 		$1.59M Buy
15,064
+857
+6% +$97.7K 0.15% 157
2021
Q4 		$1.56M Buy
+14,207
New +$1.67M 0.14% 173

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schechter Investment Advisors's PII Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Polaris (PII) in Q1 2025, closing a stake of 10,612 shares — an estimated $611K sold.

Schechter Investment Advisors first reported a position in PII in Q4 2021 and held it in 13 quarters. The position peaked at $1.79M in Q2 2023. 391 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,612 Polaris shares in Q1 2025, an estimated $611K.
  • Schechter Investment Advisors first reported a position in Polaris in Q4 2021 and held it in 13 quarters.
  • Schechter Investment Advisors's Polaris position peaked at $1.79M in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.