Number of Shares
13,542.00
Current Holdings Value*
$809,000.00
% of Portfolio
2.44%
Total Estimate Gain
$742,299.90
% of Total Estimate Gain
64.42%

Polen U.S. Small Company Growth Fund's Dutch Bros Inc Holding Summary

As of 2025-04-30, Polen U.S. Small Company Growth Fund held 13,542.00 shares of Dutch Bros Inc(BROS), totaling $809,000.00. This investment constitutes 2.44% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.01% of the outstanding Dutch Bros Inc(BROS) stock.

The initial trade took place in 2024Q4. And since then Polen U.S. Small Company Growth Fund has made 2 purchases of BROS, at an average price of $39.08, for a total of 29,483.00 shares. In addition, there have been 1 sales at an average price of $65.49 for 15,941.00 shares. Based on historical transaction data and BROS's current price of $62.81, Polen U.S. Small Company Growth Fund's estimated gain on his BROS holdings is $742,299.90, reflecting a 64.42% gain to date.

Polen U.S. Small Company Growth Fund BROS ($62.81) Holding Chart

Polen U.S. Small Company Growth Fund BROS ($62.81) 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