Mariner

Mariner’s Pool Corp POOL Stock Holding History

Mariner’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 Q3	–	Sell	-694	Closed	-$202K	–	3714
2025 Q2	$202K	Sell	694 -6,599	-90%	-$2M	﹤0.01%	3046
2025 Q1	$2.32M	Sell	7,293 -687	-9%	-$233K	﹤0.01%	1155
2024 Q4	$2.72M	Sell	7,980 -261	-3%	-$95.1K	﹤0.01%	1055
2024 Q3	$3.1M	Sell	8,241 -171	-2%	-$59.2K	0.01%	975
2024 Q2	$2.59M	Sell	8,412 -999	-11%	-$362K	0.01%	988
2024 Q1	$3.8M	Buy	9,411 +1,278	+16%	+$500K	0.01%	832
2023 Q4	$3.24M	Buy	8,133 +395	+5%	+$138K	0.01%	850
2023 Q3	$2.76M	Sell	7,738 -196	-2%	-$71.3K	0.01%	844
2023 Q2	$2.97M	Buy	7,934 +976	+14%	+$334K	0.01%	834
2023 Q1	$2.38M	Buy	6,958 +1,741	+33%	+$618K	0.01%	884
2022 Q4	$1.58M	Sell	5,217 -3,371	-39%	-$1.07M	0.01%	1023
2022 Q3	$2.73M	Buy	+8,588	New	+$3.06M	0.01%	667
2019 Q3	–	Sell	-1,738	Closed	-$332K	–	953
2019 Q2	$332K	Sell	1,738 -82	-5%	-$14.8K	﹤0.01%	843
2019 Q1	$300K	Buy	+1,820	New	+$283K	﹤0.01%	814

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return