Polen Capital Management’s Medidata Solutions, Inc. MDSO Stock Holding History

Polen Capital Management’s Portfolio MDSO Stock Details MDSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,864	Closed	-$1.27M	–	64
2019 Q3	$1.27M	Buy	13,864 +138	+1%	+$12.6K	0.01%	38
2019 Q2	$1.24M	Buy	13,726 +1,031	+8%	+$90.5K	0.01%	35
2019 Q1	$930K	Buy	12,695 +986	+8%	+$71.2K	﹤0.01%	38
2018 Q4	$789K	Sell	11,709 -604,943	-98%	-$42.7M	0.01%	38
2018 Q3	$45.2M	Buy	616,652 +609,239	+8,219%	+$48.7M	0.26%	21
2018 Q2	$597K	Buy	7,413 +806	+12%	+$60.4K	﹤0.01%	36
2018 Q1	$415K	Buy	6,607 +1,967	+42%	+$131K	﹤0.01%	40
2017 Q4	$294K	Buy	4,640 +2,018	+77%	+$144K	﹤0.01%	42
2017 Q3	$205K	Buy	+2,622	New	+$200K	﹤0.01%	35

Other funds holding MDSO

WBC

Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Polen Capital Management's MDSO Position: Q4 2019 in Review

Polen Capital Management sold out of Medidata Solutions, Inc. (MDSO) in Q4 2019, closing a stake of 13,864 shares — an estimated $1.27M sold.

Polen Capital Management first reported a position in MDSO in Q3 2017 and held it in 9 quarters. The position peaked at $45.2M in Q3 2018. 1 fund tracked by Wall St. Rank holds MDSO as of Q4 2019.

Polen Capital Management reported no remaining Medidata Solutions, Inc. position as of Q4 2019 after selling out during the quarter.
Polen Capital Management sold 13,864 Medidata Solutions, Inc. shares in Q4 2019, an estimated $1.27M.
Polen Capital Management first reported a position in Medidata Solutions, Inc. in Q3 2017 and held it in 9 quarters.
Polen Capital Management's Medidata Solutions, Inc. position peaked at $45.2M in Q3 2018.
1 fund tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2019.

Based on Polen Capital Management's 13F filing for Q4 2019, filed 6 Feb 2020.