David M. Polen
Polen Capital Management
Polen Capital Management SOLARWINDS NORTH AMERICA INC stake
total: 588
Polen Capital Management SWI-OLD2 trades
- Total transactions:
- 3
- New positions:
- 1
- Sold out:
- 1
- Reduced:
- 1
- Held since:
- 2014 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2014 Q3
According to 2026 Q2 report, Polen Capital Management doesn't hold any SOLARWINDS NORTH AMERICA INC (SWI-OLD2) shares. To date, the estimated cost basis is nearly $42.63 for "buy" trades and estimated average "sell" price is $38.64. Polen Capital Management first purchased SWI-OLD2 in 2014 Q1, initially acquiring 14,472 shares. Since the initial investment in SOLARWINDS NORTH AMERICA INC (SWI-OLD2), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management sell SOLARWINDS NORTH AMERICA INC (SWI-OLD2)?
Polen Capital Management sold off the entire SOLARWINDS NORTH AMERICA INC (SWI-OLD2) position in 2014 Q3.
When did Polen Capital Management buy SOLARWINDS NORTH AMERICA INC (SWI-OLD2)?
Polen Capital Management first invested in SOLARWINDS NORTH AMERICA INC (SWI-OLD2) in 2014 Q1 at the reported quarter-end price of $42.63 per share.
What's the cost basis of Polen Capital Management's SWI-OLD2 stake?
The estimated cost basis for SOLARWINDS NORTH AMERICA INC (SWI-OLD2) stake is around $42.63 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $42.63
- Weighted AVG sell price:
- $38.64
Polen Capital Management's historical trades in SOLARWINDS NORTH AMERICA INC
* 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.
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.