EOJOAM
POOL icon

E. Ohman J:or Asset Management’s Pool Corp POOL Stock Holding History

E. Ohman J:or Asset Management’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
Q4 		– Sell
-1,400
Closed -$434K – 491
2025
Q3 		$434K Hold
1,400
– – 0.01% 389
2025
Q2 		$408K Hold
1,400
– – 0.01% 387
2025
Q1 		$446K Hold
1,400
– – 0.01% 381
2024
Q4 		$477K Hold
1,400
– – 0.01% 384
2024
Q3 		$528K Sell
1,400
-300
-18% -$104K 0.01% 356
2024
Q2 		$522K Hold
1,700
– – 0.01% 352
2024
Q1 		$686K Hold
1,700
– – 0.02% 307
2023
Q4 		$678K Sell
1,700
-300
-15% -$105K 0.02% 286
2023
Q3 		$712K Buy
2,000
+300
+18% +$109K 0.03% 300
2023
Q2 		$637K Hold
1,700
– – 0.02% 327
2023
Q1 		$582K Hold
1,700
– – 0.02% 326
2022
Q4 		$514K Hold
1,700
– – 0.02% 334
2022
Q3 		$541K Sell
1,700
-300
-15% -$107K 0.02% 316
2022
Q2 		$702K Hold
2,000
– – 0.03% 291
2022
Q1 		$846K Hold
2,000
– – 0.03% 302
2021
Q4 		$1.13M Buy
2,000
+400
+25% +$210K 0.03% 276
2021
Q3 		$695K Hold
1,600
– – 0.02% 352
2021
Q2 		$734K Hold
1,600
– – 0.02% 349
2021
Q1 		$552K Buy
1,600
+700
+78% +$244K 0.02% 357
2020
Q4 		$335K Buy
+900
New +$314K 0.01% 378

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BlackRock
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T. Rowe Price Investment Management
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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return