Polen Capital Management
CPA icon

Polen Capital Management’s Copa Holdings CPA Stock Holding History

Polen Capital Management’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,293
Closed -$641K – 121
2024
Q4 		$641K Sell
7,293
-2,335
-24% -$221K ﹤0.01% 117
2024
Q3 		$903K Sell
9,628
-1,540
-14% -$139K ﹤0.01% 107
2024
Q2 		$1.06M Sell
11,168
-2,805
-20% -$280K ﹤0.01% 99
2024
Q1 		$1.46M Buy
+13,973
New +$1.39M ﹤0.01% 93

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Polen Capital Management's CPA Position: Q1 2025 in Review

Polen Capital Management sold out of Copa Holdings (CPA) in Q1 2025, closing a stake of 7,293 shares — an estimated $641K sold.

Polen Capital Management first reported a position in CPA in Q1 2024 and held it in 4 quarters. The position peaked at $1.46M in Q1 2024. 187 funds tracked by Wall St. Rank hold CPA as of Q1 2025.

  • Polen Capital Management reported no remaining Copa Holdings position as of Q1 2025 after selling out during the quarter.
  • Polen Capital Management sold 7,293 Copa Holdings shares in Q1 2025, an estimated $641K.
  • Polen Capital Management first reported a position in Copa Holdings in Q1 2024 and held it in 4 quarters.
  • Polen Capital Management's Copa Holdings position peaked at $1.46M in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2025.

Based on Polen Capital Management's 13F filing for Q1 2025, filed 12 May 2025.