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Whittier Trust’s Polaris PII Stock Holding History

Whittier Trust’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
Q2 		– Sell
-75
Closed -$3.07K – 1544
2025
Q1 		$3.07K Sell
75
-400
-84% -$19K ﹤0.01% 1368
2024
Q4 		$27.4K Hold
475
– – ﹤0.01% 1034
2024
Q3 		$39.5K Hold
475
– – ﹤0.01% 973
2024
Q2 		$37.2K Hold
475
– – ﹤0.01% 965
2024
Q1 		$47.6K Hold
475
– – ﹤0.01% 946
2023
Q4 		$45K Sell
475
-175
-27% -$16K ﹤0.01% 939
2023
Q3 		$67.7K Hold
650
– – ﹤0.01% 849
2023
Q2 		$78.6K Hold
650
– – ﹤0.01% 829
2023
Q1 		$71.9K Hold
650
– – ﹤0.01% 893
2022
Q4 		$65.7K Hold
650
– – ﹤0.01% 909
2022
Q3 		$62K Sell
650
-222
-25% -$24.9K ﹤0.01% 930
2022
Q2 		$87K Sell
872
-28
-3% -$2.9K ﹤0.01% 826
2022
Q1 		$95K Buy
900
+200
+29% +$22.8K ﹤0.01% 835
2021
Q4 		$77K Buy
+700
New +$82.5K ﹤0.01% 882
2021
Q3 		– Sell
-95
Closed -$13K – 1554
2021
Q2 		$13K Hold
95
– – ﹤0.01% 1228
2021
Q1 		$13K Hold
95
– – ﹤0.01% 1212
2020
Q4 		$9K Hold
95
– – ﹤0.01% 1165
2020
Q3 		$9K Hold
95
– – ﹤0.01% 1153
2020
Q2 		$9K Sell
95
-225
-70% -$17.1K ﹤0.01% 1081
2020
Q1 		$15K Buy
320
+82
+34% +$6.73K ﹤0.01% 1042
2019
Q4 		$24K Buy
238
+137
+136% +$13.3K ﹤0.01% 991
2019
Q3 		$9K Buy
101
+95
+1,583% +$8.24K ﹤0.01% 1159
2019
Q2 		$1K Hold
6
– – ﹤0.01% 1312
2019
Q1 		$1K Buy
+6
New +$509 ﹤0.01% 1324
2016
Q1 		– Sell
-1,100
Closed -$95K – 1210
2015
Q4 		$95K Buy
+1,100
New +$117K ﹤0.01% 603
2015
Q2 		– Sell
-184
Closed -$26K – 1261
2015
Q1 		$26K Buy
+184
New +$27.1K ﹤0.01% 831

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's PII Position: Q2 2025 in Review

Whittier Trust sold out of Polaris (PII) in Q2 2025, closing a stake of 75 shares — an estimated $3.07K sold.

Whittier Trust first reported a position in PII in Q1 2015 and held it in 26 quarters. The position peaked at $95K in Q1 2022. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Whittier Trust reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 75 Polaris shares in Q2 2025, an estimated $3.07K.
  • Whittier Trust first reported a position in Polaris in Q1 2015 and held it in 26 quarters.
  • Whittier Trust's Polaris position peaked at $95K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.