Gradient Investments’s Pool Corp POOL Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-1	Closed	-$307	–	1029
2024 Q2	$307	Buy	+1	New	+$362	﹤0.01%	1233
2024 Q1	–	Sell	-11	Closed	-$4.39K	–	1680
2023 Q4	$4.39K	Hold	11	–	–	﹤0.01%	1028
2023 Q3	$3.92K	Buy	11 +3	+38%	+$1.09K	﹤0.01%	1011
2023 Q2	$3K	Sell	8 -8	-50%	-$2.73K	﹤0.01%	1064
2023 Q1	$5.48K	Buy	16 +8	+100%	+$2.84K	﹤0.01%	931
2022 Q4	$2.42K	Hold	8	–	–	﹤0.01%	1061
2022 Q3	$3K	Hold	8	–	–	﹤0.01%	1077
2022 Q2	$3K	Sell	8 -1	-11%	-$397	﹤0.01%	996
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	934
2021 Q4	$5K	Buy	+9	New	+$4.72K	﹤0.01%	942
2015 Q3	–	Sell	-7,460	Closed	-$524K	–	663
2015 Q2	$524K	Sell	7,460 -142	-2%	-$9.69K	0.07%	123
2015 Q1	$530K	Sell	7,602 -586	-7%	-$39.2K	0.08%	126
2014 Q4	$519K	Sell	8,188 -1,197	-13%	-$70.8K	0.09%	124
2014 Q3	$506K	Buy	9,385 +1,270	+16%	+$70.7K	0.09%	133
2014 Q2	$459K	Buy	+8,115	New	+$474K	0.09%	135

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return