Marquette Asset Management’s Pool Corp POOL Stock Holding History

Marquette Asset 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 Q2	–	Sell	-419	Closed	-$177K	–	401
2022 Q1	$177K	Hold	419	–	–	0.04%	103
2021 Q4	$237K	Hold	419	–	–	0.05%	87
2021 Q3	$182K	Hold	419	–	–	0.04%	106
2021 Q2	$192K	Hold	419	–	–	0.04%	93
2021 Q1	$145K	Hold	419	–	–	0.04%	109
2020 Q4	$156K	Hold	419	–	–	0.04%	104
2020 Q3	$140K	Hold	419	–	–	0.04%	86
2020 Q2	$114K	Hold	419	–	–	0.04%	102
2020 Q1	$82K	Hold	419	–	–	0.03%	118
2019 Q4	$89K	Hold	419	–	–	0.03%	108
2019 Q3	$85K	Hold	419	–	–	0.03%	113
2019 Q2	$80K	Hold	419	–	–	0.03%	120
2019 Q1	$69K	Buy	+419	New	+$65K	0.02%	132

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return