Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Celgene Corp (CELG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% <0.01 SEC
2018   Q2 3,636 <0.01 Reduce 2.86% <0.01 $79.48 $289,000 SEC
2018   Q1 3,743 <0.01 Reduce 99.93% 3.97 $89.23 $334,000 SEC
2017   Q4 5,113,170 3.97 Reduce 2.26% 0.14 $104.36 $533,610,000 SEC
2017   Q3 5,231,324 6.14 Add 2.92% 0.17 $145.82 $762,832,000 SEC
2017   Q2 5,082,991 5.77 Add 7.69% 0.41 $129.87 $660,128,000 SEC
2017   Q1 4,719,883 5.46 Add 8.44% 0.42 $124.43 $587,295,000 SEC
2016   Q4 4,352,572 5.54 Add 27.04% 1.18 $115.75 $503,810,000 SEC
2016   Q3 3,426,051 4.27 Add 3.58% 0.15 $104.53 $358,125,000 SEC
2016   Q2 3,307,674 4.14 Add 11.79% 0.44 $98.63 $326,236,000 SEC
2016   Q1 2,958,764 4.07 Add 62.67% 1.57 $100.09 $296,143,000 SEC
2015   Q4 1,818,909 3.37 Add 7.80% 0.24 $119.76 $217,833,000 SEC
2015   Q3 1,687,289 3.34 Add 3.29% 0.11 $108.13 $182,447,000 SEC
2015   Q2 1,633,610 3.66 Reduce 3.05% 0.12 $115.74 $189,074,000 SEC
2015   Q1 1,685,019 3.79 Add 6.28% 0.22 $115.28 $194,249,000 SEC
2014   Q4 1,585,432 3.65 Buy 3.65 $111.86 $177,346,000 SEC