Polen Growth Fund-InvPOLRX
13F holders, Q3 2024 (September 30)3holders
0new positions
0sold out
$45.31avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Polen Growth Fund-Inv (POLRX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($691K), Fairfield Financial Advisors, LTD ($348K) and Tucker Asset Management LLC ($69K).
- Company
- Polen Growth Fund-Inv
- CUSIP
- 360873665
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 3,308 shares sold, net −3,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.17% | Reduce -0.1% | 15,241 | $691K |
| Fairfield Financial Advisors, LTD | 0.12% | Reduce -30.1% | 7,673 | $348K |
| Tucker Asset Management LLC | 0.02% | No change | 1,528 | $69K |
"% of holder's portfolio" is POLRX's weight in each manager's 13F, not the share of Polen Growth Fund-Inv the manager owns.