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POOL icon

Bellevue Group’s Pool Corp POOL Stock Holding History

Bellevue Group’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
2021
Q4 		– Sell
-900
Closed -$391K – 215
2021
Q3 		$391K Hold
900
– – ﹤0.01% 181
2021
Q2 		$413K Hold
900
– – ﹤0.01% 166
2021
Q1 		$311K Sell
900
-300
-25% -$104K ﹤0.01% 203
2020
Q4 		$447K Sell
1,200
-1,000
-45% -$349K 0.01% 200
2020
Q3 		$736K Hold
2,200
– – 0.01% 151
2020
Q2 		$598K Hold
2,200
– – 0.01% 147
2020
Q1 		$433K Hold
2,200
– – 0.01% 171
2019
Q4 		$467K Hold
2,200
– – 0.01% 183
2019
Q3 		$444K Buy
2,200
+279
+15% +$53.8K 0.01% 182
2019
Q2 		$367K Buy
+1,921
New +$347K 0.01% 160

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State Street
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Neuberger Berman Group
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Select Equity Group
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Geode Capital Management
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Invesco
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return