Candriam SCA’s Pool Corp POOL Stock Holding History

Candriam SCA’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
2025 Q2	–	Sell	-630	Closed	-$201K	–	713
2025 Q1	$201K	Sell	630 -237	-27%	-$80.4K	﹤0.01%	670
2024 Q4	$296K	Sell	867 -130	-13%	-$47.4K	﹤0.01%	652
2024 Q3	$376K	Hold	997	–	–	﹤0.01%	647
2024 Q2	$306K	Hold	997	–	–	﹤0.01%	662
2024 Q1	$402K	Hold	997	–	–	﹤0.01%	667
2023 Q4	$398K	Buy	997 +430	+76%	+$151K	﹤0.01%	673
2023 Q3	$202K	Hold	567	–	–	﹤0.01%	652
2023 Q2	$620K	Sell	567 -2,200	-80%	-$752K	﹤0.01%	666
2023 Q1	$1.26M	Buy	+2,767	New	+$982K	0.01%	666
2022 Q1	–	Sell	-434	Closed	-$246K	–	841
2021 Q4	$246K	Sell	434 -122	-22%	-$64K	﹤0.01%	777
2021 Q3	$242K	Hold	556	–	–	﹤0.01%	820
2021 Q2	$255K	Buy	+556	New	+$234K	﹤0.01%	827

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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