Sciencast Management’s Polaris PII Stock Holding History

Sciencast 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
2023 Q4	–	Sell	-5,618	Closed	-$585K	–	385
2023 Q3	$585K	Buy	5,618 +3,868	+221%	+$460K	0.27%	147
2023 Q2	$215K	Buy	+1,750	New	+$193K	0.18%	203
2022 Q2	$1.04M	Sell	8,962 -2,002	-18%	-$207K	0.23%	149
2022 Q1	$1.12M	Buy	+10,964	New	+$1.25M	0.26%	129
2019 Q4	–	Sell	-4,600	Closed	-$411K	–	571
2019 Q3	$411K	Buy	+4,600	New	+$399K	0.14%	239
2018 Q2	–	Sell	-3,256	Closed	-$407K	–	366
2018 Q1	$407K	Buy	+3,256	New	+$392K	0.2%	188
2017 Q4	–	Sell	-2,266	Closed	-$265K	–	408
2017 Q3	$265K	Buy	+2,266	New	+$215K	0.15%	244
2017 Q2	–	Sell	-2,934	Closed	-$246	–	463
2017 Q1	$246	Buy	+2,934	New	+$253K	0.14%	247
2016 Q3	–	Sell	-4,200	Closed	-$343K	–	217
2016 Q2	$343K	Buy	+4,200	New	+$372K	0.15%	189

Other funds holding PII

Capital World Investors

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

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

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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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