Chicago Capital’s Pool Corp POOL Stock Holding History

Chicago 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
2026 Q1	–	Sell	-920	Closed	-$210K	–	368
2025 Q4	$210K	Hold	920	–	–	0.01%	347
2025 Q3	$285K	Hold	920	–	–	0.01%	306
2025 Q2	$268K	Hold	920	–	–	0.01%	311
2025 Q1	$293K	Hold	920	–	–	0.01%	292
2024 Q4	$314K	Hold	920	–	–	0.01%	270
2024 Q3	$347K	Hold	920	–	–	0.01%	250
2024 Q2	$283K	Hold	920	–	–	0.01%	269
2024 Q1	$371K	Hold	920	–	–	0.01%	237
2023 Q4	$367K	Hold	920	–	–	0.01%	221
2023 Q3	$328K	Hold	920	–	–	0.02%	179
2023 Q2	$345K	Hold	920	–	–	0.02%	178
2023 Q1	$315K	Hold	920	–	–	0.02%	188
2022 Q4	$278K	Hold	920	–	–	0.02%	196
2022 Q3	$293K	Hold	920	–	–	0.02%	198
2022 Q2	$323K	Hold	920	–	–	0.02%	196
2022 Q1	$389K	Hold	920	–	–	0.02%	195
2021 Q4	$521K	Hold	920	–	–	0.02%	178
2021 Q3	$400K	Hold	920	–	–	0.02%	193
2021 Q2	$422K	Hold	920	–	–	0.02%	191
2021 Q1	$318K	Hold	920	–	–	0.01%	206
2020 Q4	$343K	Hold	920	–	–	0.02%	192
2020 Q3	$308K	Hold	920	–	–	0.02%	189
2020 Q2	$250K	Buy	+920	New	+$213K	0.01%	200
2019 Q2	–	Sell	-14,700	Closed	-$2.42M	–	230
2019 Q1	$2.42M	Sell	14,700 -130	-0.9%	-$20.2K	0.16%	69
2018 Q4	$2.2M	Sell	14,830 -638	-4%	-$95.5K	0.18%	67
2018 Q3	$2.58M	Buy	15,468 +10,243	+196%	+$1.66M	0.18%	59
2018 Q2	$792K	Buy	5,225 +3,337	+177%	+$490K	0.06%	115
2018 Q1	$276K	Buy	+1,888	New	+$260K	0.04%	140

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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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