Current Value of Holding

$3.95 Million

Shares

13.8 Thousand

% of Portfolio

0.01%

Average Buy Price

$215

Avg closing price
Price range

3 Polen Capital Morningstar Trades

Polen Capital's position in Morningstar is currently worth $3.95 Million. That's 0.01% of their equity portfolio (74th largest holding). Polen Capital started to build up the position in Morningstar in Q2 2023 and continued to invest until Q3 2023. Since then they sold 276 shares. The stake costed the investor $2.96 Million, netting the investor a gain of 33% so far.

Avg closing price
Price range
Sold 2.0% shares (-276 shares) Q4 2023
Avg closing price $260.56
Price range $220.07 - $288.88
Increased shares by 150.1% (+8.44 Thousand shares) Q3 2023
Avg closing price $225.76
Price range $194.00 - $255.43
New holding (+5.62 Thousand shares) Q2 2023
Avg closing price $198.02
Price range $172.03 - $209.11

News about Morningstar Inc and Polen Capital

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