Current Value of Holding

$5.11 Million

Shares

29.6 Thousand

% of Portfolio

0.02%

Average Buy Price

$138

Avg closing price
Price range

10 Polen Capital FirstService Trades

Polen Capital's position in FirstService is currently worth $5.11 Million. That's 0.02% of their equity portfolio (59th largest holding). The first FirstService trade was made in Q4 2022. Since then Polen Capital bought shares two more times and sold shares on seven occasions. The stake costed the investor $4.1 Million, netting the investor a gain of 25% so far.

Avg closing price
Price range
Sold 9.5% shares (-3.12 Thousand shares) Q1 2025
Avg closing price $175.38
Price range $159.66 - $185.88
Increased shares by 16.5% (+4.63 Thousand shares) Q4 2024
Avg closing price $186.99
Price range $176.17 - $197.05
Sold 5.5% shares (-1.65 Thousand shares) Q3 2024
Avg closing price $171.78
Price range $152.13 - $183.13
Sold 16.9% shares (-6.08 Thousand shares) Q2 2024
Avg closing price $151.08
Price range $141.83 - $164.87
Sold 2.1% shares (-765 shares) Q1 2024
Avg closing price $165.01
Price range $157.42 - $171.13
Sold 8.8% shares (-3.53 Thousand shares) Q4 2023
Avg closing price $151.18
Price range $136.95 - $165.08
Sold 2.0% shares (-826 shares) Q3 2023
Avg closing price $152.70
Price range $144.14 - $159.96
Sold 3.4% shares (-1.46 Thousand shares) Q2 2023
Avg closing price $145.37
Price range $138.47 - $154.09
Increased shares by 180.7% (+27.3 Thousand shares) Q1 2023
Avg closing price $137.78
Price range $123.13 - $147.93
New holding (+15.1 Thousand shares) Q4 2022
Avg closing price $123.81
Price range $118.58 - $131.70

News about FirstService Corp and Polen Capital

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