FIM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Freedom Investment Management's POOL Position: Q1 2025 in Review

Freedom Investment Management sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 589 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in POOL in Q1 2021 and held it in 14 quarters. The position peaked at $623K in Q2 2021. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Freedom Investment Management reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 589 Pool Corp shares in Q1 2025, an estimated $201K.
  • Freedom Investment Management first reported a position in Pool Corp in Q1 2021 and held it in 14 quarters.
  • Freedom Investment Management's Pool Corp position peaked at $623K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.