M&G Investment Management’s Pool Corp POOL Stock Holding History

M&G 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
2023 Q4	$4.25M	Hold	10,643	–	–	0.02%	293
2023 Q3	$3.79M	Sell	10,643 -1,065	-9%	-$388K	0.02%	302
2023 Q2	$4.39M	Buy	11,708 +2,260	+24%	+$773K	0.02%	299
2023 Q1	$3.23M	Buy	9,448 +1,354	+17%	+$481K	0.02%	274
2022 Q4	$2.44M	Buy	8,094 +7,409	+1,082%	+$2.35M	0.01%	285
2022 Q3	$218	Sell	685 -340	-33%	-$121K	﹤0.01%	401
2022 Q2	$360	Buy	1,025 +40	+4%	+$15.9K	﹤0.01%	398
2022 Q1	$417	Sell	985 -669	-40%	-$312K	﹤0.01%	403
2021 Q4	$936	Buy	+1,654	New	+$867K	﹤0.01%	382
2021 Q3	–	Sell	-484	Closed	-$222	–	776
2021 Q2	$222	Buy	+484	New	+$204K	﹤0.01%	717
2021 Q1	–	Sell	-3,455	Closed	-$1.29K	–	470
2020 Q4	$1.29K	Buy	3,455 +1,727	+100%	+$602K	0.01%	285
2020 Q3	$579K	Sell	1,728 -3,841	-69%	-$1.19M	0.01%	349
2020 Q2	$1.51M	Buy	+5,569	New	+$1.29M	0.02%	272

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

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

Neuberger Berman Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

William Blair & Company

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

Select Equity Group

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