KLCM
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KG&L Capital Management’s Pool Corp POOL Stock Holding History

KG&L Capital 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
2024
Q2 		– Sell
-691
Closed -$279K – 191
2024
Q1 		$279K Sell
691
-355
-34% -$139K 0.11% 150
2023
Q4 		$417K Sell
1,046
-45
-4% -$15.8K 0.17% 111
2023
Q3 		$389K Sell
1,091
-100
-8% -$36.4K 0.19% 97
2023
Q2 		$446K Sell
1,191
-81
-6% -$27.7K 0.21% 87
2023
Q1 		$436K Sell
1,272
-49
-4% -$17.4K 0.23% 85
2022
Q4 		$399K Buy
+1,321
New +$418K 0.23% 87

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State Street
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Wellington Management Group
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JP Morgan Chase
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return