Polen Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1B | Sell |
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|
2025
Q1 | $1.06B | Sell |
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|
2024
Q4 | $1.22B | Sell |
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|
2024
Q3 | $1.3B | Buy |
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|
2024
Q2 | $795M | Buy |
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|
2024
Q1 | $76.3M | Buy |
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|
2023
Q4 | $76.6M | Sell |
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|
2023
Q3 | $71.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $431M | Sell |
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|
2021
Q4 | $868M | Buy |
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|
2021
Q3 | $842M | Buy |
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|
2021
Q2 | $732M | Buy |
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|
2021
Q1 | $573M | Sell |
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|
2020
Q4 | $813M | Buy |
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|
2020
Q3 | $644M | Sell |
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|
2020
Q2 | $798M | Buy |
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|
2020
Q1 | $626M | Buy |
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|
2019
Q4 | $546M | Buy |
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|
2019
Q3 | $451M | Buy |
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