Emerald Advisers’s Pool Corp POOL Stock Holding History

Emerald Advisers’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	-589	Closed	-$201K	–	261
2024 Q4	$201K	Buy	589 +2	+0.3%	+$729	0.01%	219
2024 Q3	$221K	Sell	587 -13	-2%	-$4.5K	0.01%	212
2024 Q2	$184K	Sell	600 -166	-22%	-$60.1K	0.01%	217
2024 Q1	$309K	Sell	766 -8	-1%	-$3.13K	0.01%	203
2023 Q4	$309K	Sell	774 -4	-0.5%	-$1.4K	0.01%	201
2023 Q3	$277K	Sell	778 -369	-32%	-$134K	0.01%	196
2023 Q2	$430K	Sell	1,147 -586	-34%	-$200K	0.02%	173
2023 Q1	$593K	Sell	1,733 -11	-0.6%	-$3.9K	0.03%	168
2022 Q4	$527K	Sell	1,744 -28	-2%	-$8.87K	0.03%	165
2022 Q3	$564K	Buy	1,772 +308	+21%	+$110K	0.03%	162
2022 Q2	$514K	Sell	1,464 -104	-7%	-$41.2K	0.03%	173
2022 Q1	$663K	Sell	1,568 -30	-2%	-$14K	0.03%	173
2021 Q4	$904K	Sell	1,598 -21	-1%	-$11K	0.03%	164
2021 Q3	$703K	Buy	1,619 +39	+2%	+$18.5K	0.03%	174
2021 Q2	$725K	Hold	1,580	–	–	0.03%	175
2021 Q1	$545K	Buy	+1,580	New	+$550K	0.02%	188

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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