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User

David M. Polen

Polen Capital Management

Polen Capital Management RELX NV - SPON ADR stake

total: 588

Polen Capital Management RENX trades

Total transactions:
6
New positions:
1
Sold out:
1
Added:
3
Reduced:
1
Held since:
2017 Q2
Held for:
5 quarters
Latest activity:
2018 Q3
According to 2026 Q2 report, Polen Capital Management doesn't hold any RELX NV - SPON ADR (RENX) shares. To date, the estimated cost basis is nearly $21.75 for "buy" trades and estimated average "sell" price is $21.33. Polen Capital Management first purchased RENX in 2017 Q2, initially acquiring 20,553 shares. Since the initial investment in RELX NV - SPON ADR (RENX), Polen Capital Management has made 5 more transactions.

When did Polen Capital Management sell RELX NV - SPON ADR (RENX)?

Polen Capital Management sold off the entire RELX NV - SPON ADR (RENX) position in 2018 Q3.

When did Polen Capital Management buy RELX NV - SPON ADR (RENX)?

Polen Capital Management first invested in RELX NV - SPON ADR (RENX) in 2017 Q2 at the reported quarter-end price of $20.68 per share.

What's the cost basis of Polen Capital Management's RENX stake?

The estimated cost basis for RELX NV - SPON ADR (RENX) stake is around $21.75 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$21.75
Weighted AVG sell price:
$21.33

Polen Capital Management's historical trades in RELX NV - SPON ADR

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q3
0.00%
$21.33
-100% (-197,501)
2018 Q2
0.03%
$21.33
-0.17% (-337)
2018 Q1
0.03%
$20.79
+26.87% (+41,901)
2017 Q4
0.03%
$23.07
+78.71% (+68,678)
2017 Q3
0.01%
$21.33
+324.56% (+66,706)
2017 Q2
0.00%
$20.68
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.