Current Value of Holding

$5.52 Million

Shares

36.6 Thousand

% of Portfolio

0.01%

Average Buy Price

$133

Avg closing price
Price range

5 Polen Capital FirstService Trades

Polen Capital's position in FirstService is currently worth $5.52 Million. That's 0.01% of their equity portfolio (65th largest holding). Polen Capital started to build up the position in FirstService in Q4 2022 and continued to invest until Q1 2023. Since then they sold 5.82 Thousand shares. The stake costed the investor $4.86 Million, netting the investor a gain of 14% so far.

Avg closing price
Price range
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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