Polen Global Growth Fund V Holdings History
Number of Shares
50,137.00
Current Holdings Value*
$17.32 Mil
% of Portfolio
5.11%
Total Estimate Gain
$7.00 Mil
% of Total Estimate Gain
15.30%
Polen Global Growth Fund's Visa Inc Holding Summary
As of 2025-04-30, Polen Global Growth Fund held 50,137.00 shares of Visa Inc(V), totaling $17.32 Mil. This investment constitutes 5.11% of their stock portfolio, and Polen Global Growth Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q4. And since then Polen Global Growth Fund has made 2 purchases of V, at an average price of $227.00, for a total of 201,426.00 shares. In addition, there have been 13 sales at an average price of $230.81 for 151,289.00 shares. Based on historical transaction data and V's current price of $355.05, Polen Global Growth Fund's estimated gain on his V holdings is $7.00 Mil, reflecting a 15.30% gain to date.
Polen Global Growth Fund V ($355.05) Holding Chart
Polen Global Growth Fund V ($355.05) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1