EDRH
POOL icon

Edmond de Rothschild Holding’s Pool Corp POOL Stock Holding History

Edmond de Rothschild Holding’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
-16
Closed -$4.96K – 601
2025
Q3 		$4.96K Hold
16
– – ﹤0.01% 558
2025
Q2 		$4.66K Hold
16
– – ﹤0.01% 554
2025
Q1 		$5.09K Hold
16
– – ﹤0.01% 560
2024
Q4 		$5.46K Sell
16
-87
-84% -$31.7K ﹤0.01% 592
2024
Q3 		$38.8K Sell
103
-19
-16% -$6.57K ﹤0.01% 541
2024
Q2 		$37.5K Sell
122
-19
-13% -$6.88K ﹤0.01% 571
2024
Q1 		$56.9K Sell
141
-65
-32% -$25.4K ﹤0.01% 564
2023
Q4 		$82.1K Sell
206
-3
-1% -$1.05K ﹤0.01% 525
2023
Q3 		$74.4K Sell
209
-11
-5% -$4K ﹤0.01% 527
2023
Q2 		$82.4K Sell
220
-235
-52% -$80.3K ﹤0.01% 529
2023
Q1 		$156K Sell
455
-66
-13% -$23.4K ﹤0.01% 463
2022
Q4 		$158K Hold
521
– – ﹤0.01% 501
2022
Q3 		$166K Buy
521
+46
+10% +$16.4K ﹤0.01% 496
2022
Q2 		$167K Buy
+475
New +$188K ﹤0.01% 513

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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