Polen Growth Fund-InvPOLRX
13F holders, Q4 2024 (December 31)2holders −1
0new positions
1sold out
$45.05avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Polen Growth Fund-Inv (POLRX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($167K) and Tucker Asset Management LLC ($72K).
- Company
- Polen Growth Fund-Inv
- CUSIP
- 360873665
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $691K |
All 13F filers, Q3 2024 → Q4 2024: 80 shares bought and 19,211 shares sold, net −19,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.06% | Reduce -51.7% | 3,703 | $167K |
| Tucker Asset Management LLC | 0.02% | Add +5.2% | 1,608 | $72K |
"% of holder's portfolio" is POLRX's weight in each manager's 13F, not the share of Polen Growth Fund-Inv the manager owns.