Polen Growth Fund-InstPOLIX
13F holders, Q2 2024 (June 30)3holders +2
2new positions
0sold out
$45.90avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($3.2M), Encompass Wealth Advisors, LLC ($856K) and Tucker Asset Management LLC ($3K).
- Company
- Polen Growth Fund-Inst
- CUSIP
- 360873657
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.2M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 69,490 shares bought and 4,325 shares sold, net +65,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.40% | New | 69,431 | $3.2M |
| Encompass Wealth Advisors, LLC | 0.23% | Reduce -18.8% | 18,707 | $856K |
| Tucker Asset Management LLC | 0.00% | New | 59 | $3K |
"% of holder's portfolio" is POLIX's weight in each manager's 13F, not the share of Polen Growth Fund-Inst the manager owns.