Harvest Fund Management’s Pool Corp POOL Stock Holding History

Harvest Fund 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
2022 Q4	–	Sell	-46	Closed	-$15K	–	842
2022 Q3	$15K	Sell	46 -111	-71%	-$39.6K	﹤0.01%	596
2022 Q2	$55K	Hold	157	–	–	0.02%	399
2022 Q1	$66K	Sell	157 -288	-65%	-$134K	0.01%	389
2021 Q4	$249K	Buy	445 +366	+463%	+$192K	0.04%	204
2021 Q3	$34K	Hold	79	–	–	0.01%	490
2021 Q2	$36K	Buy	+79	New	+$33.3K	﹤0.01%	507
2020 Q4	–	Sell	-51	Closed	-$16K	–	642
2020 Q3	$16K	Buy	+51	New	+$15.8K	﹤0.01%	493
2020 Q1	–	Sell	-151	Closed	-$33K	–	462
2019 Q4	$33K	Hold	151	–	–	﹤0.01%	348
2019 Q3	$30K	Buy	+151	New	+$29.1K	﹤0.01%	340
2018 Q4	–	Sell	-558	Closed	-$93K	–	422
2018 Q3	$93K	Buy	+558	New	+$90.4K	0.02%	284

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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