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Capstone Investment Advisors’s
Pool Corp
POOL
Stock Holding History
Capstone Investment Advisors’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
Q1
–
Sell
-754
Closed
-$257K
–
1785
2024
Q4
$257K
Buy
754
+148
+24%
+$53.9K
﹤0.01%
1528
2024
Q3
$228K
Sell
606
-26
-4%
-$8.99K
﹤0.01%
1529
2024
Q2
$194K
Hold
632
–
–
﹤0.01%
1777
2024
Q1
$255K
Buy
+632
New
+$247K
﹤0.01%
1907
2023
Q4
–
Sell
-2,173
Closed
-$774K
–
2376
2023
Q3
$774K
Buy
2,173
+991
+84%
+$361K
0.02%
1086
2023
Q2
$443K
Buy
+1,182
New
+$404K
0.01%
1212
2022
Q2
–
Hold
0
–
–
–
2133
2022
Q1
–
Hold
0
–
–
–
2230
2021
Q4
–
Sell
-2,024
Closed
-$1.06M
–
2103
2021
Q3
$879K
Buy
+2,024
New
+$959K
0.02%
1463
2021
Q2
–
Hold
0
–
–
–
2021
2021
Q1
–
Hold
0
–
–
–
2032
2020
Q4
–
Hold
0
–
–
–
1869
2016
Q4
–
Sell
-2,341
Closed
-$221K
–
1097
2016
Q3
$221K
Buy
+2,341
New
+$230K
0.01%
668
Other funds holding POOL
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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