Polen Capital Management
FIVE icon

Polen Capital Management’s Five Below FIVE Stock Holding History

Polen Capital Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,004
Closed -$442K – 128
2024
Q3 		$442K Sell
5,004
-15,780
-76% -$1.33M ﹤0.01% 115
2024
Q2 		$2.26M Sell
20,784
-1,846
-8% -$256K 0.01% 80
2024
Q1 		$4.1M Sell
22,630
-7,827
-26% -$1.51M 0.01% 71
2023
Q4 		$6.49M Sell
30,457
-46,971
-61% -$8.62M 0.02% 64
2023
Q3 		$12.5M Buy
77,428
+4,390
+6% +$802K 0.03% 48
2023
Q2 		$14.4M Sell
73,038
-1,452
-2% -$284K 0.04% 43
2023
Q1 		$15.3M Sell
74,490
-16,163
-18% -$3.18M 0.04% 40
2022
Q4 		$16M Sell
90,653
-20,054
-18% -$3.15M 0.05% 40
2022
Q3 		$15.2M Buy
110,707
+28,796
+35% +$3.78M 0.04% 38
2022
Q2 		$9.29M Buy
81,911
+65,939
+413% +$9.48M 0.02% 47
2022
Q1 		$2.53M Buy
+15,972
New +$2.66M ﹤0.01% 78
2020
Q3 		– Sell
-22,763
Closed -$2.43M – 68
2020
Q2 		$2.43M Buy
22,763
+12,950
+132% +$1.21M 0.01% 59
2020
Q1 		$691K Buy
9,813
+3,995
+69% +$407K ﹤0.01% 61
2019
Q4 		$744K Buy
5,818
+790
+16% +$99K ﹤0.01% 60
2019
Q3 		$634K Buy
5,028
+52
+1% +$6.32K ﹤0.01% 57
2019
Q2 		$597K Buy
4,976
+373
+8% +$49.1K ﹤0.01% 54
2019
Q1 		$572K Buy
4,603
+302
+7% +$36.6K ﹤0.01% 56
2018
Q4 		$440K Sell
4,301
-454
-10% -$50.2K ﹤0.01% 56
2018
Q3 		$618K Sell
4,755
-331
-7% -$36.8K ﹤0.01% 41
2018
Q2 		$497K Buy
5,086
+1,208
+31% +$97K ﹤0.01% 43
2018
Q1 		$284K Buy
+3,878
New +$261K ﹤0.01% 52

Other funds holding FIVE

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management's FIVE Position: Q4 2024 in Review

Polen Capital Management sold out of Five Below (FIVE) in Q4 2024, closing a stake of 5,004 shares — an estimated $442K sold.

Polen Capital Management first reported a position in FIVE in Q1 2018 and held it in 21 quarters. The position peaked at $16M in Q4 2022. 423 funds tracked by Wall St. Rank hold FIVE as of Q4 2024.

  • Polen Capital Management reported no remaining Five Below position as of Q4 2024 after selling out during the quarter.
  • Polen Capital Management sold 5,004 Five Below shares in Q4 2024, an estimated $442K.
  • Polen Capital Management first reported a position in Five Below in Q1 2018 and held it in 21 quarters.
  • Polen Capital Management's Five Below position peaked at $16M in Q4 2022.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q4 2024.

Based on Polen Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.