Polen Growth Fund-InstPOLIX
13F holders, Q3 2024 (September 30)3holders
1new positions
1sold out
$47.07avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($881K), Eagle Bay Advisors LLC ($15K) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 1 | $3.2M |
All 13F filers, Q2 2024 → Q3 2024: 313 shares bought and 69,431 shares sold, net −69,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.22% | No change | 18,707 | $881K |
| Eagle Bay Advisors LLC | 0.01% | New | 313 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 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.