EBA
POOL icon

Eagle Bay Advisors’s Pool Corp POOL Stock Holding History

Eagle Bay 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
-347
Closed -$118K – 737
2024
Q4 		$118K Sell
347
-109
-24% -$39.7K 0.07% 178
2024
Q3 		$172K Buy
456
+91
+25% +$31.5K 0.07% 192
2024
Q2 		$112K Sell
365
-147
-29% -$53.2K 0.07% 190
2024
Q1 		$207K Sell
512
-94
-16% -$36.7K 0.13% 125
2023
Q4 		$242K Buy
606
+95
+19% +$33.3K 0.15% 115
2023
Q3 		$182K Buy
511
+200
+64% +$72.8K 0.08% 153
2023
Q2 		$117K Buy
311
+30
+11% +$10.3K 0.07% 186
2023
Q1 		$96.2K Buy
281
+98
+54% +$34.8K 0.05% 252
2022
Q4 		$55.3K Buy
183
+127
+227% +$40.2K 0.03% 355
2022
Q3 		$18K Buy
56
+15
+37% +$5.35K 0.01% 530
2022
Q2 		$14.4K Buy
+41
New +$16.3K 0.01% 600
2022
Q1 		– Hold
0
– – – 802
2021
Q4 		– Hold
0
– – – 1239

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State Street
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return