Freedom Investment Management’s Pool Corp POOL Stock Holding History

Freedom Investment Management’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	–	800
2024 Q4	$201K	Sell	589 -47	-7%	-$17.1K	0.02%	716
2024 Q3	$240K	Sell	636 -43	-6%	-$14.9K	0.02%	661
2024 Q2	$209K	Buy	679 +92	+16%	+$33.3K	0.02%	708
2024 Q1	$237K	Sell	587 -178	-23%	-$69.6K	0.02%	684
2023 Q4	$305K	Buy	765 +82	+12%	+$28.7K	0.02%	594
2023 Q3	$243K	Sell	683 -186	-21%	-$67.7K	0.03%	574
2023 Q2	$326K	Sell	869 -48	-5%	-$16.4K	0.04%	514
2023 Q1	$314K	Sell	917 -133	-13%	-$47.2K	0.04%	539
2022 Q4	$317K	Sell	1,050 -175	-14%	-$55.4K	0.04%	568
2022 Q3	$390K	Sell	1,225 -84	-6%	-$30K	0.04%	493
2022 Q2	$460K	Buy	+1,309	New	+$519K	0.05%	481
2021 Q4	–	Sell	-1,386	Closed	-$602K	–	901
2021 Q3	$602K	Buy	1,386 +29	+2%	+$13.7K	0.05%	451
2021 Q2	$623K	Buy	1,357 +26	+2%	+$10.9K	0.05%	472
2021 Q1	$459K	Buy	+1,331	New	+$464K	0.04%	557

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