Polen Capital Management
OPCH icon

Polen Capital Management’s Option Care Health OPCH Stock Holding History

Polen Capital Management’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-144,294
Closed -$4.52M – 131
2024
Q3 		$4.52M Sell
144,294
-9,247
-6% -$284K 0.01% 66
2024
Q2 		$4.25M Buy
+153,541
New +$4.58M 0.01% 67

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Wellington Management Group
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Polen Capital Management sold out of Option Care Health (OPCH) in Q4 2024, closing a stake of 144,294 shares — an estimated $4.52M sold.

Polen Capital Management first reported a position in OPCH in Q2 2024 and held it in 2 quarters. The position peaked at $4.52M in Q3 2024. 344 funds tracked by Wall St. Rank hold OPCH as of Q4 2024.

  • Polen Capital Management reported no remaining Option Care Health position as of Q4 2024 after selling out during the quarter.
  • Polen Capital Management sold 144,294 Option Care Health shares in Q4 2024, an estimated $4.52M.
  • Polen Capital Management first reported a position in Option Care Health in Q2 2024 and held it in 2 quarters.
  • Polen Capital Management's Option Care Health position peaked at $4.52M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Option Care Health as of Q4 2024.

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