Bridgewater Associates’s Pool Corp POOL Stock Holding History

Bridgewater Associates’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
2026 Q1	$1.32M	Sell	6,547 -3,115	-32%	-$734K	0.01%	739
2025 Q4	$2.21M	Buy	9,662 +5,482	+131%	+$1.43M	0.01%	743
2025 Q3	$1.3M	Buy	+4,180	New	+$1.31M	0.01%	816
2024 Q3	–	Sell	-871	Closed	-$268K	–	891
2024 Q2	$268K	Buy	+871	New	+$315K	﹤0.01%	836
2022 Q3	–	Sell	-28,266	Closed	-$9.93M	–	985
2022 Q2	$9.93M	Buy	28,266 +4,719	+20%	+$1.87M	0.04%	333
2022 Q1	$9.96M	Sell	23,547 -15,246	-39%	-$7.12M	0.04%	301
2021 Q4	$22M	Sell	38,793 -20,264	-34%	-$10.6M	0.13%	120
2021 Q3	$25.7M	Buy	59,057 +24,591	+71%	+$11.7M	0.14%	116
2021 Q2	$15.8M	Buy	34,466 +7,323	+27%	+$3.08M	0.1%	154
2021 Q1	$9.37M	Buy	+27,143	New	+$9.45M	0.08%	168
2020 Q4	–	Sell	-5,730	Closed	-$1.92M	–	576
2020 Q3	$1.92M	Buy	5,730 +1,604	+39%	+$496K	0.02%	267
2020 Q2	$1.12M	Buy	4,126 +850	+26%	+$197K	0.02%	164
2020 Q1	$645K	Sell	3,276 -885	-21%	-$188K	0.01%	258
2019 Q4	$884K	Buy	+4,161	New	+$859K	0.01%	338

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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