Polen Growth Investor's ticker is and the CUSIP is 360873665. A total of 1 filers reported holding Polen Growth Investor in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,438 | -19.6% | 15,909 | -16.6% | 0.19% | -17.8% |
| Q2 2023 | $706,930 | +10.0% | 19,075 | -0.4% | 0.23% | +5.0% |
| Q1 2023 | $642,907 | +11.8% | 19,151 | -2.0% | 0.22% | +4.3% |
| Q4 2022 | $575,256 | -2.8% | 19,533 | +8.3% | 0.21% | -6.7% |
| Q3 2022 | $592,000 | -12.2% | 18,028 | -7.1% | 0.22% | -5.5% |
| Q2 2022 | $674,000 | -21.3% | 19,399 | +3.8% | 0.24% | +10.2% |
| Q1 2022 | $856,000 | -13.8% | 18,689 | -0.2% | 0.22% | -10.7% |
| Q4 2021 | $993,000 | +7.4% | 18,735 | +6.4% | 0.24% | +0.4% |
| Q3 2021 | $925,000 | +1.1% | 17,601 | -1.3% | 0.24% | +7.1% |
| Q2 2021 | $915,000 | -2.6% | 17,830 | -8.8% | 0.22% | -5.9% |
| Q1 2021 | $939,000 | – | 19,560 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 18,689 | $856,000 | 0.22% |