Epoch Investment Partners’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-87,165
| Closed | -$25.4M | – | 288 |
|
|
2025
Q2 | $25.4M | Sell |
87,165
-142,364
| -62% | -$43.1M | 0.13% | 175 |
|
|
2025
Q1 | $73.1M | Sell |
229,529
-4,535
| -2% | -$1.54M | 0.38% | 100 |
|
|
2024
Q4 | $79.8M | Buy |
234,064
+5,352
| +2% | +$1.95M | 0.39% | 90 |
|
|
2024
Q3 | $86.2M | Buy |
228,712
+25,130
| +12% | +$8.69M | 0.39% | 97 |
|
|
2024
Q2 | $62.6M | Buy |
203,582
+7,841
| +4% | +$2.84M | 0.29% | 121 |
|
|
2024
Q1 | $79M | Buy |
195,741
+72,322
| +59% | +$28.3M | 0.35% | 106 |
|
|
2023
Q4 | $49.2M | Buy |
123,419
+108,207
| +711% | +$37.9M | 0.22% | 163 |
|
|
2023
Q3 | $5.42M | Sell |
15,212
-6
| -0% | -$2.18K | 0.03% | 290 |
|
|
2023
Q2 | $5.7M | Hold |
15,218
| – | – | 0.03% | 295 |
|
|
2023
Q1 | $5.21M | Buy |
15,218
+38
| +0.3% | +$13.5K | 0.03% | 294 |
|
|
2022
Q4 | $4.59M | Sell |
15,180
-3,995
| -21% | -$1.27M | 0.03% | 294 |
|
|
2022
Q3 | $6.1M | Sell |
19,175
-3,018
| -14% | -$1.08M | 0.04% | 297 |
|
|
2022
Q2 | $7.79M | Buy |
22,193
+666
| +3% | +$264K | 0.05% | 284 |
|
|
2022
Q1 | $9.1M | Sell |
21,527
-910
| -4% | -$425K | 0.04% | 287 |
|
|
2021
Q4 | $12.7M | Sell |
22,437
-2,924
| -12% | -$1.53M | 0.06% | 251 |
|
|
2021
Q3 | $11M | Hold |
25,361
| – | – | 0.06% | 252 |
|
|
2021
Q2 | $11.6M | Buy |
25,361
+227
| +0.9% | +$95.6K | 0.06% | 239 |
|
|
2021
Q1 | $8.68M | Buy |
25,134
+1,298
| +5% | +$452K | 0.04% | 256 |
|
|
2020
Q4 | $8.88M | Sell |
23,836
-14,563
| -38% | -$5.08M | 0.04% | 243 |
|
|
2020
Q3 | $12.8M | Sell |
38,399
-4,837
| -11% | -$1.5M | 0.06% | 198 |
|
|
2020
Q2 | $11.8M | Buy |
43,236
+2,713
| +7% | +$628K | 0.06% | 203 |
|
|
2020
Q1 | $7.97M | Buy |
40,523
+23,777
| +142% | +$5.06M | 0.05% | 213 |
|
|
2019
Q4 | $3.56M | Buy |
+16,746
| New | +$3.46M | 0.02% | 255 |
|
|
2019
Q2 | – | Sell |
-54,511
| Closed | -$8.99M | – | 314 |
|
|
2019
Q1 | $8.99M | Sell |
54,511
-32,930
| -38% | -$5.11M | 0.04% | 213 |
|
|
2018
Q4 | $13M | Buy |
87,441
+60,427
| +224% | +$9.04M | 0.06% | 201 |
|
|
2018
Q3 | $4.51M | Buy |
27,014
+8,234
| +44% | +$1.33M | 0.02% | 256 |
|
|
2018
Q2 | $2.85K | Buy |
+18,780
| New | +$2.76M | 0.01% | 278 |
|
Other funds holding POOL
