Aurora Investment Counsel’s Pool Corp POOL Stock Holding History

Aurora Investment Counsel’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 Q2	–	Sell	-6,174	Closed	-$1.97M	–	120
2025 Q1	$1.97M	Sell	6,174 -200	-3%	-$67.8K	1.09%	41
2024 Q4	$2.17M	Buy	6,374 +1,297	+26%	+$473K	1.19%	28
2024 Q3	$1.91M	Buy	5,077 +59	+1%	+$20.4K	1.04%	41
2024 Q2	$1.54M	Buy	5,018 +30	+0.6%	+$10.9K	0.91%	62
2024 Q1	$2.01M	Buy	4,988 +37	+0.7%	+$14.5K	1.15%	31
2023 Q4	$1.84M	Buy	4,951 +247	+5%	+$86.6K	1.19%	20
2023 Q3	$1.68M	Sell	4,704 -19	-0.4%	-$6.92K	1.11%	23
2023 Q2	$1.77M	Buy	4,723 +3	+0.1%	+$1.03K	1.14%	18
2023 Q1	$1.62M	Sell	4,720 -49	-1%	-$17.4K	1.06%	32
2022 Q4	$1.44M	Buy	4,769 +943	+25%	+$299K	1%	46
2022 Q3	$1.22M	Buy	3,826 +907	+31%	+$324K	0.92%	50
2022 Q2	$1.02M	Buy	+2,919	New	+$1.16M	0.74%	74
2020 Q1	–	Sell	-5,427	Closed	-$1.15M	–	128
2019 Q4	$1.15M	Sell	5,427 -3,047	-36%	-$629K	0.86%	61
2019 Q3	$1.71M	Sell	8,474 -1,806	-18%	-$348K	0.83%	59
2019 Q2	$1.95M	Sell	10,280 -269	-3%	-$48.6K	0.93%	40
2019 Q1	$1.74M	Buy	+10,549	New	+$1.64M	0.87%	53

Other funds holding POOL

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Wellington Management Group

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

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return