CI
POOL icon

CX Institutional’s Pool Corp POOL Stock Holding History

CX Institutional’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
Q2 		$290K Buy
1,349
+457
+51% +$91.2K 0.01% 641
2026
Q1 		$180K Buy
892
+620
+228% +$146K 0.01% 747
2025
Q4 		$62K Sell
272
-94
-26% -$24.5K ﹤0.01% 937
2025
Q3 		$113K Buy
366
+245
+202% +$76.8K ﹤0.01% 807
2025
Q2 		$35K Sell
121
-85
-41% -$25.7K ﹤0.01% 905
2025
Q1 		$66K Buy
+206
New +$69.9K ﹤0.01% 800
2022
Q3 		– Sell
-206
Closed -$72K – 964
2022
Q2 		$72K Buy
+206
New +$81.7K 0.01% 606
2021
Q4 		– Sell
-1,000
Closed -$434K – 765
2021
Q3 		$434K Sell
1,000
-4,100
-80% -$1.94M 0.04% 274
2021
Q2 		$2.34M Buy
5,100
+26
+0.5% +$10.9K 0.19% 129
2021
Q1 		$1.75M Buy
5,074
+4,893
+2,703% +$1.7M 0.16% 166
2020
Q4 		$67K Hold
181
– – 0.01% 402
2020
Q3 		$61K Hold
181
– – 0.01% 363
2020
Q2 		$49K Buy
181
+5
+3% +$1.16K 0.01% 342
2020
Q1 		$35K Hold
176
– – 0.01% 333
2019
Q4 		$37K Hold
176
– – 0.01% 307
2019
Q3 		$35K Buy
176
+55
+45% +$10.6K 0.01% 322
2019
Q2 		$23K Buy
121
+17
+16% +$3.07K ﹤0.01% 393
2019
Q1 		$17K Hold
104
– – ﹤0.01% 415
2018
Q4 		$15K Hold
104
– – ﹤0.01% 332
2018
Q3 		$17K Hold
104
– – 0.01% 234
2018
Q2 		$16K Buy
+104
New +$15.3K 0.01% 209

Other funds holding POOL

ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return