Polen Growth Fund-InstPOLIX
13F holders, Q2 2025 (June 30)1holders −2
0new positions
2sold out
$47.94avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holder was Brooklyn Investment Group ($207K).
- Company
- Polen Growth Fund-Inst
- CUSIP
- 360873657
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $550K |
All 13F filers, Q1 2025 → Q2 2025: 4,249 shares bought and 12,487 shares sold, net −8,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Brooklyn Investment Group | 0.03% | Add +5820.6% | 4,322 | $207K |
"% of holder's portfolio" is POLIX's weight in each manager's 13F, not the share of Polen Growth Fund-Inst the manager owns.