Current Value of Holding

$539 Million

Shares

2.68 Million

% of Portfolio

1.58%

Average Buy Price

$223

Avg closing price
Price range

23 Polen Capital Apple Trades

Polen Capital's position in Apple is currently worth $539 Million. That's 1.58% of their equity portfolio (21st largest holding). The first Apple trade was made in Q2 2013. Since then Polen Capital bought shares eleven more times and sold shares on eleven occasions. The investor's estimated purchase price is $599 Million, resulting in a loss of 10%.

Avg closing price
Price range
Sold 56.5% shares (-3.49 Million shares) Q1 2025
Avg closing price $232.02
Price range $209.68 - $247.17
Sold 8.4% shares (-567 Thousand shares) Q4 2024
Avg closing price $236.37
Price range $221.69 - $259.02
New holding (+6.74 Million shares) Q3 2024
Avg closing price $223.35
Price range $207.23 - $234.82
Sold -44.9 Thousand shares Q1 2018
Avg closing price $43.05
Price range $38.79 - $45.43
Increased shares by 7.4% (+3.1 Thousand shares) Q4 2017
Avg closing price $41.79
Price range $38.37 - $44.10
Increased shares by 5.2% (+2.06 Thousand shares) Q3 2017
Avg closing price $38.84
Price range $35.68 - $41.01
Sold 1.3% shares (-540 shares) Q2 2017
Avg closing price $36.97
Price range $35.17 - $39.02
Increased shares by 7.1% (+2.66 Thousand shares) Q1 2017
Avg closing price $32.93
Price range $29.00 - $36.03
Sold 99.7% shares (-11.9 Million shares) Q4 2016
Avg closing price $28.35
Price range $26.43 - $29.56
Increased shares by 2.8% (+326 Thousand shares) Q3 2016
Avg closing price $26.47
Price range $23.75 - $28.89
Increased shares by 11.6% (+1.2 Million shares) Q2 2016
Avg closing price $24.85
Price range $22.58 - $28.02
Increased shares by 12.2% (+1.13 Million shares) Q1 2016
Avg closing price $24.91
Price range $23.36 - $27.39
Increased shares by 9.8% (+827 Thousand shares) Q4 2015
Avg closing price $28.57
Price range $26.32 - $30.64
Increased shares by 2.9% (+235 Thousand shares) Q3 2015
Avg closing price $29.33
Price range $25.78 - $33.02
Sold 2.2% shares (-184 Thousand shares) Q2 2015
Avg closing price $31.98
Price range $31.06 - $33.16
Increased shares by 4.1% (+329 Thousand shares) Q1 2015
Avg closing price $30.19
Price range $26.50 - $33.25
Sold 1.5% shares (-123 Thousand shares) Q4 2014
Avg closing price $27.22
Price range $24.06 - $29.75
Sold 3.4% shares (-291 Thousand shares) Q3 2014
Avg closing price $24.56
Price range $23.27 - $25.82
Increased shares by 565.4% (+7.21 Million shares) Q2 2014
Avg closing price $21.28
Price range $18.50 - $23.56
Sold 1.3% shares (-17.3 Thousand shares) Q1 2014
Avg closing price $19.02
Price range $17.85 - $19.91

News about Apple Inc and Polen Capital

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!