Cutler Group’s Pool Corp POOL Stock Holding History

Cutler Group’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
2022 Q4	–	Sell	-40	Closed	-$12K	–	5195
2022 Q3	$12K	Buy	+40	New	+$14.3K	﹤0.01%	3003
2021 Q2	–	Sell	-100	Closed	-$34K	–	6429
2021 Q1	$34K	Hold	100	–	–	﹤0.01%	2732
2020 Q4	$37K	Buy	+100	New	+$34.9K	﹤0.01%	2220
2019 Q1	–	Hold	0	–	–	–	4845
2018 Q4	–	Hold	0	–	–	–	4682
2017 Q3	–	Hold	0	–	–	–	6714
2017 Q2	–	Hold	0	–	–	–	7094
2017 Q1	–	Sell	-36	Closed	-$4.04K	–	7209
2016 Q4	$3K	Sell	36 -1,464	-98%	-$144K	﹤0.01%	5368
2016 Q3	$141K	Buy	1,500 +900	+150%	+$88.3K	0.01%	1515
2016 Q2	$56K	Buy	+600	New	+$53.9K	﹤0.01%	2240
2016 Q1	–	Hold	0	–	–	–	7250
2015 Q4	–	Hold	0	–	–	–	6680

Other funds holding POOL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return