INTECH Investment Management’s Pool Corp POOL Stock Holding History

INTECH 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 Q4	–	Sell	-10,794	Closed	-$3.35M	–	2424
2025 Q3	$3.35M	Buy	10,794 +9,765	+949%	+$3.06M	0.03%	524
2025 Q2	$300K	Sell	1,029 -992	-49%	-$300K	﹤0.01%	1859
2025 Q1	$643K	Buy	2,021 +760	+60%	+$258K	0.01%	1472
2024 Q4	$430K	Buy	1,261 +724	+135%	+$264K	﹤0.01%	1643
2024 Q3	$202K	Buy	+537	New	+$186K	﹤0.01%	1714
2024 Q2	–	Sell	-537	Closed	-$217K	–	1123
2024 Q1	$217K	Sell	537 -628	-54%	-$245K	﹤0.01%	632
2023 Q4	$464K	Buy	1,165 +259	+29%	+$90.8K	0.01%	563
2023 Q3	$323K	Sell	906 -762	-46%	-$277K	﹤0.01%	644
2023 Q2	$625K	Sell	1,668 -5,229	-76%	-$1.79M	0.01%	554
2023 Q1	$2.36M	Sell	6,897 -12,699	-65%	-$4.51M	0.02%	440
2022 Q4	$5.92M	Sell	19,596 -30,413	-61%	-$9.63M	0.04%	359
2022 Q3	$15.9M	Sell	50,009 -39,929	-44%	-$14.2M	0.12%	220
2022 Q2	$31.6M	Buy	+89,938	New	+$35.7M	0.18%	149

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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