EP
POOL icon

Edgestream Partners’s Pool Corp POOL Stock Holding History

Edgestream Partners’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
-26,203
Closed -$5.99M – 1058
2025
Q4 		$5.99M Buy
+26,203
New +$6.82M 0.17% 192
2025
Q2 		– Sell
-11,642
Closed -$3.71M – 1022
2025
Q1 		$3.71M Buy
11,642
+5,531
+91% +$1.88M 0.13% 314
2024
Q4 		$2.08M Buy
+6,111
New +$2.23M 0.09% 389
2024
Q3 		– Sell
-11,563
Closed -$3.55M – 1030
2024
Q2 		$3.55M Sell
11,563
-6,330
-35% -$2.29M 0.17% 203
2024
Q1 		$7.22M Buy
+17,893
New +$6.99M 0.36% 37
2023
Q3 		– Sell
-3,096
Closed -$1.16M – 938
2023
Q2 		$1.16M Sell
3,096
-13,393
-81% -$4.58M 0.11% 328
2023
Q1 		$5.65M Sell
16,489
-18,392
-53% -$6.53M 0.62% 23
2022
Q4 		$10.5M Sell
34,881
-11,624
-25% -$3.68M 1.19% 6
2022
Q3 		$14.8M Buy
46,505
+37,578
+421% +$13.4M 1.14% 9
2022
Q2 		$3.13M Buy
+8,927
New +$3.54M 0.25% 136
2022
Q1 		– Sell
-11,056
Closed -$6.26M – 614
2021
Q4 		$6.26M Buy
11,056
+6,253
+130% +$3.28M 0.39% 66
2021
Q3 		$2.09M Buy
4,803
+3,308
+221% +$1.57M 0.13% 232
2021
Q2 		$686K Buy
+1,495
New +$629K 0.04% 325

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VCM
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Morgan Stanley
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VPM
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State Street
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return