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      Current Value of Holding

      $454k

      Shares

      2.25k

      % of Portfolio

      0.00%

      Average Buy Price

      $138

      Avg closing price
      Price range

      11 Polen Capital FirstService Trades

      Polen Capital's position in FirstService is currently worth $454k. That's 0.00% of their equity portfolio (201st largest holding). The first FirstService trade was made in Q4 2022. Since then Polen Capital bought shares two more times and sold shares on eight occasions. The stake costed the investor $310k, netting the investor a gain of 46% so far.

      Avg closing price
      Price range
      Sold 92.4% shares (-27.4k shares) Q2 2025
      Avg closing price $173.29
      Price range $158.93 - $179.74
      Sold 9.5% shares (-3.12k shares) Q1 2025
      Avg closing price $175.38
      Price range $159.66 - $185.88
      Increased shares by 16.5% (+4.63k shares) Q4 2024
      Avg closing price $186.99
      Price range $176.17 - $197.05
      Sold 5.5% shares (-1.65k shares) Q3 2024
      Avg closing price $171.78
      Price range $152.13 - $183.13
      Sold 16.9% shares (-6.08k 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 (-3.53k 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 (-1.46k shares) Q2 2023
      Avg closing price $145.37
      Price range $138.47 - $154.09
      Increased shares by 180.7% (+27.3k shares) Q1 2023
      Avg closing price $137.78
      Price range $123.13 - $147.93
      New holding (+15.1k shares) Q4 2022
      Avg closing price $123.81
      Price range $118.58 - $131.70

      News about FirstService Corp and Polen Capital

      BMO Capital ups FirstService shares target, cites commercial roofing expansion

      BMO Capital ups FirstService shares target, cites commercial roofing expansion

      https://www.investing.com/news/company-news/bmo-capital-ups-firstservice-shares-target-cites-commercial-roofing-expansion-93CH-3475642

      Investing.com Investing.com, about 1 year ago
      Skyway Capital Advises Crowther Roofing & Cooling on Partnership with Roofing Corp of America

      Skyway Capital Advises Crowther Roofing & Cooling on Partnership with Roofing Corp of America

      Skyway Capital Markets, LLC (¡°Skyway Capital¡±) is pleased to announce the recent recapitalization of Crowther Roofing & Cooling (¡°Crowther¡±) in partnership w...

      Wallstreet:Online Wallstreet:Online, about 1 year ago
      FirstService raised to Outperform at BMO as recurring revenue offsets weak macro

      FirstService raised to Outperform at BMO as recurring revenue offsets weak macro

      BMO Capital Markets analyst Stephen MacLeod upgraded FirstService (FSV) stock to Outperform from Market Perform on Friday due to favorable long-term growth p...

      Seeking Alpha Seeking Alpha, about 2 years ago
      FirstService Initiation: Analyst Bullish On Long Term Growth Prospects

      FirstService Initiation: Analyst Bullish On Long Term Growth Prospects

      RBC Capital Markets analyst Tom Callaghan initiated coverage on FirstService Corp (NASDAQ: FSV ) with Outperform Rating with a price target of $165 . The ana...

      Benzinga Benzinga, over 2 years ago

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