Number of Shares
7,336.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
3.88%
Total Estimate Gain
$669,912.31
% of Total Estimate Gain
28.08%

Polen U.S. Small Company Growth Fund's FirstService Corp Holding Summary

As of 2025-04-30, Polen U.S. Small Company Growth Fund held 7,336.00 shares of FirstService Corp(FSV), totaling $1.29 Mil. This investment constitutes 3.88% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.02% of the outstanding FirstService Corp(FSV) stock.

The initial trade took place in 2023Q1. And since then Polen U.S. Small Company Growth Fund has made 3 purchases of FSV, at an average price of $132.00, for a total of 18,075.00 shares. In addition, there have been 7 sales at an average price of $162.23 for 10,739.00 shares. Based on historical transaction data and FSV's current price of $179.06, Polen U.S. Small Company Growth Fund's estimated gain on his FSV holdings is $669,912.31, reflecting a 28.08% gain to date.

Polen U.S. Small Company Growth Fund FSV ($179.06) Holding Chart

Polen U.S. Small Company Growth Fund FSV ($179.06) 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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