Winton Group’s Polaris PII Stock Holding History

Winton Group’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 Q3	–	Sell	-11,944	Closed	-$486K	–	969
2025 Q2	$486K	Buy	+11,944	New	+$450K	0.02%	604
2024 Q1	–	Sell	-67,590	Closed	-$6.41M	–	816
2023 Q4	$6.41M	Buy	+67,590	New	+$6.19M	0.47%	32
2023 Q2	–	Sell	-5,172	Closed	-$572K	–	1042
2023 Q1	$572K	Buy	+5,172	New	+$573K	0.03%	641
2022 Q2	–	Sell	-4,028	Closed	-$424K	–	1053
2022 Q1	$424K	Buy	4,028 +1,429	+55%	+$163K	0.02%	732
2021 Q4	$286K	Sell	2,599 -2,777	-52%	-$327K	0.02%	845
2021 Q3	$643K	Buy	5,376 +1,436	+36%	+$182K	0.04%	730
2021 Q2	$540K	Buy	+3,940	New	+$534K	0.03%	875
2020 Q4	–	Sell	-3,478	Closed	-$328K	–	1471
2020 Q3	$328K	Buy	+3,478	New	+$342K	0.01%	1219
2018 Q1	–	Sell	-49,562	Closed	-$6.14M	–	1157
2017 Q4	$6.14M	Buy	+49,562	New	+$5.88M	0.18%	171
2017 Q1	–	Sell	-13,977	Closed	-$1.15M	–	479
2016 Q4	$1.15M	Buy	+13,977	New	+$1.14M	0.04%	314
2015 Q1	–	Sell	-4,718	Closed	-$714K	–	504
2014 Q4	$714K	Sell	4,718 -4,664	-50%	-$700K	0.01%	504
2014 Q3	$1.41M	Sell	9,382 -3,818	-29%	-$552K	0.01%	493
2014 Q2	$1.72M	Buy	+13,200	New	+$1.75M	0.01%	469

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

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

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

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

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return