MFG
POOL icon

Menard Financial Group’s Pool Corp POOL Stock Holding History

Menard Financial Group’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
Q1 		– Sell
-257
Closed -$87.6K – 255
2024
Q4 		$87.6K Buy
+257
New +$93.7K 0.05% 158
2022
Q2 		– Sell
-601
Closed -$254K – 114
2022
Q1 		$254K Buy
601
+17
+3% +$7.94K 0.25% 110
2021
Q4 		$331K Sell
584
-122
-17% -$64K 0.27% 102
2021
Q3 		$307K Buy
706
+14
+2% +$6.64K 0.27% 111
2021
Q2 		$317K Buy
+692
New +$291K 0.3% 101

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Kayne Anderson Rudnick Investment Management
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State Street
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return