Current Value of Holding

$9.67 Million

Shares

1.29 Million

% of Portfolio

0.02%

Average Buy Price

$8.92

Avg closing price
Price range

5 Polen Capital Alight Trades

Polen Capital acquired 1.29 Million Alight shares worth $9.67 Million. That's 0.02% of their equity portfolio (49th largest holding). Polen Capital started to build up the position in Alight in Q1 2023 and continued to invest until Q3 2023. Since then they sold 407 Thousand shares. The investor's estimated purchase price is $11.5 Million, resulting in a loss of 16%.

Avg closing price
Price range
Sold 15.9% shares (-243 Thousand shares) Q1 2024
Avg closing price $9.05
Price range $8.16 - $10.32
Sold 9.6% shares (-163 Thousand shares) Q4 2023
Avg closing price $7.39
Price range $6.48 - $8.58
Increased shares by 23.1% (+318 Thousand shares) Q3 2023
Avg closing price $8.40
Price range $7.09 - $10.05
Increased shares by 84.1% (+629 Thousand shares) Q2 2023
Avg closing price $8.87
Price range $8.18 - $9.41
New holding (+748 Thousand shares) Q1 2023
Avg closing price $9.18
Price range $8.37 - $10.01

News about Alight Inc. - Ordinary Shares - Class A and Polen Capital

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