BC
POOL icon

Brinker Capital’s Pool Corp POOL Stock Holding History

Brinker Capital’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
2020
Q2 		$4.79M Buy
17,632
+3,315
+23% +$767K 0.15% 150
2020
Q1 		$2.82M Buy
14,317
+906
+7% +$193K 0.11% 186
2019
Q4 		$2.85M Buy
13,411
+918
+7% +$190K 0.09% 225
2019
Q3 		$2.52M Buy
12,493
+1,525
+14% +$294K 0.09% 229
2019
Q2 		$2.1M Buy
10,968
+568
+5% +$103K 0.08% 269
2019
Q1 		$1.72M Sell
10,400
-1,607
-13% -$249K 0.07% 321
2018
Q4 		$1.78M Buy
12,007
+165
+1% +$24.7K 0.08% 239
2018
Q3 		$1.98M Sell
11,842
-1,252
-10% -$203K 0.07% 287
2018
Q2 		$1.98M Buy
13,094
+432
+3% +$63.4K 0.08% 273
2018
Q1 		$1.85M Sell
12,662
-81
-0.6% -$11.2K 0.07% 276
2017
Q4 		$1.65M Sell
12,743
-273
-2% -$33.2K 0.06% 287
2017
Q3 		$1.41M Buy
+13,016
New +$1.41M 0.06% 313
2017
Q2 		– Sell
-9,750
Closed -$1.16M – 833
2017
Q1 		$1.16M Buy
9,750
+947
+11% +$106K 0.05% 324
2016
Q4 		$919K Buy
+8,803
New +$869K 0.05% 321

Other funds holding POOL

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return