Brown Advisory
POOL icon

Brown Advisory’s Pool Corp POOL Stock Holding History

Brown Advisory’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
Q4 		– Sell
-1,464
Closed -$552K – 1370
2024
Q3 		$552K Sell
1,464
-14,831
-91% -$5.13M ﹤0.01% 971
2024
Q2 		$5.01M Sell
16,295
-7,984
-33% -$2.89M 0.01% 494
2024
Q1 		$9.8M Sell
24,279
-265
-1% -$104K 0.01% 421
2023
Q4 		$9.79M Buy
24,544
+190
+0.8% +$66.6K 0.01% 411
2023
Q3 		$8.67M Sell
24,354
-1,771
-7% -$645K 0.01% 406
2023
Q2 		$9.79M Buy
26,125
+7,509
+40% +$2.57M 0.02% 404
2023
Q1 		$6.37M Buy
18,616
+11,665
+168% +$4.14M 0.01% 445
2022
Q4 		$2.1M Buy
+6,951
New +$2.2M ﹤0.01% 601

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return