Polen Capital acquired 6.56M Alphabet shares worth $1.52B. That's 4.59% of their equity portfolio (7th largest holding). The first Alphabet trade was made in Q4 2015. Since then Polen Capital bought shares 22 more times and sold shares on sixteen occasions. The stake costed the investor $343M, netting the investor a gain of 343% so far.
Keybanc Capital Markets analyst Justin Patterson maintained Google parent Alphabet Inc GOOGL with an Overweight rating and raised the price forecast from?$19...
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