Altshuler Shaham’s Pool Corp POOL Stock Holding History

Altshuler Shaham’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11	Closed	-$3.75K	–	397
2024 Q4	$3.75K	Hold	11	–	–	﹤0.01%	318
2024 Q3	$4.14K	Buy	11 +1	+10%	+$346	﹤0.01%	230
2024 Q2	$3.07K	Buy	10 +1	+11%	+$362	﹤0.01%	292
2024 Q1	$3.63K	Buy	+9	New	+$3.52K	﹤0.01%	281
2022 Q2	–	Sell	-78	Closed	-$33K	–	544
2022 Q1	$33K	Sell	78 -402	-84%	-$188K	﹤0.01%	463
2021 Q4	$272K	Buy	480 +464	+2,900%	+$243K	0.01%	230
2021 Q3	$7K	Buy	+16	New	+$7.58K	﹤0.01%	496
2020 Q4	–	Sell	-1,746	Closed	-$584K	–	456
2020 Q3	$584K	Buy	+1,746	New	+$540K	0.01%	110
2020 Q2	–	Sell	-4	Closed	-$1K	–	524
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	419
2019 Q4	$1K	Buy	4 +3	+300%	+$619	﹤0.01%	467
2019 Q3	$0	Buy	+1	New	+$193	﹤0.01%	531

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return