Polen Growth Fund-InstPOLIX
13F holders, Q4 2024 (December 31)1holders −2
0new positions
2sold out
$46.88avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Polen Growth Fund-Inst (POLIX) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holder was Tucker Asset Management LLC ($2K).
- Company
- Polen Growth Fund-Inst
- CUSIP
- 360873657
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $895K |
All 13F filers, Q3 2024 → Q4 2024: 19,029 shares sold, net −19,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Tucker Asset Management LLC | 0.00% | Reduce -15.3% | 50 | $2K |
"% of holder's portfolio" is POLIX's weight in each manager's 13F, not the share of Polen Growth Fund-Inst the manager owns.