Number of Shares
378.00
Current Holdings Value*
$207,170.00
% of Portfolio
5.22%
Total Estimate Gain
$55,646.49
% of Total Estimate Gain
35.51%

Polen Growth & Income Fund's Mastercard Inc Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 378.00 shares of Mastercard Inc(MA), totaling $207,170.00. This investment constitutes 5.22% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2023Q4. And since then Polen Growth & Income Fund has made 1 purchases of MA, at an average price of $406.02, for a total of 386.00 shares. In addition, there have been 1 sales at an average price of $541.66 for 8.00 shares. Based on historical transaction data and MA's current price of $550.36, Polen Growth & Income Fund's estimated gain on his MA holdings is $55,646.49, reflecting a 35.51% gain to date.

Polen Growth & Income Fund MA ($550.36) Holding Chart

Polen Growth & Income Fund MA ($550.36) 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 %

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