Polen Capital Management
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Polen Capital Management’s Forum Energy Technologies FET Stock Holding History

Polen Capital Management’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150,393
Closed -$3.82M – 101
2023
Q1 		$3.82M Buy
+150,393
New +$4.41M 0.01% 72

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KCP
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return

Polen Capital Management's FET Position: Q2 2023 in Review

Polen Capital Management sold out of Forum Energy Technologies (FET) in Q2 2023, closing a stake of 150,393 shares — an estimated $3.82M sold.

Polen Capital Management first reported a position in FET in Q1 2023 and held it in 1 quarter. The position peaked at $3.82M in Q1 2023. 72 funds tracked by Wall St. Rank hold FET as of Q2 2023.

  • Polen Capital Management reported no remaining Forum Energy Technologies position as of Q2 2023 after selling out during the quarter.
  • Polen Capital Management sold 150,393 Forum Energy Technologies shares in Q2 2023, an estimated $3.82M.
  • Polen Capital Management first reported a position in Forum Energy Technologies in Q1 2023 and held it in 1 quarter.
  • Polen Capital Management's Forum Energy Technologies position peaked at $3.82M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2023.

Based on Polen Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.