Banque Cantonale Vaudoise’s Pool Corp POOL Stock Holding History

Banque Cantonale Vaudoise’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
2024 Q3	$1.93M	Buy	5,132 +418	+9%	+$145K	0.08%	246
2024 Q2	$1.45M	Buy	4,714 +356	+8%	+$129K	0.06%	284
2024 Q1	$1.76M	Buy	4,358 +2,700	+163%	+$1.06M	0.07%	269
2023 Q4	$661K	Buy	1,658 +658	+66%	+$231K	0.03%	404
2023 Q3	$356K	Hold	1,000	–	–	0.02%	549
2023 Q2	$375K	Hold	1,000	–	–	0.02%	555
2023 Q1	$342K	Hold	1,000	–	–	0.02%	560
2022 Q4	$302K	Hold	1,000	–	–	0.02%	592
2022 Q3	$319K	Hold	1,000	–	–	0.02%	592
2022 Q2	$351K	Sell	1,000 -500	-33%	-$198K	0.02%	582
2022 Q1	$634K	Hold	1,500	–	–	0.03%	501
2021 Q4	$849K	Sell	1,500 -1,900	-56%	-$996K	0.03%	448
2021 Q3	$1.48M	Buy	3,400 +1,800	+113%	+$853K	0.06%	322
2021 Q2	$733K	Hold	1,600	–	–	0.03%	500
2021 Q1	$552K	Buy	1,600 +300	+23%	+$104K	0.03%	512
2020 Q4	$484K	Buy	+1,300	New	+$453K	0.03%	502

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

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

Geode Capital Management

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

Wellington Management Group

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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return