Metis Global Partners’s Pool Corp POOL Stock Holding History

Metis Global Partners’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 Q4	–	Sell	-1,144	Closed	-$355K	–	784
2025 Q3	$355K	Sell	1,144 -214	-16%	-$67.1K	0.01%	642
2025 Q2	$396K	Sell	1,358 -1,194	-47%	-$361K	0.01%	628
2025 Q1	$812K	Buy	2,552 +296	+13%	+$100K	0.02%	498
2024 Q4	$769K	Buy	2,256 +102	+5%	+$37.2K	0.02%	496
2024 Q3	$812K	Buy	2,154 +941	+78%	+$326K	0.03%	471
2024 Q2	$373K	Sell	1,213 -758	-38%	-$274K	0.01%	607
2024 Q1	$795K	Buy	1,971 +25	+1%	+$9.77K	0.03%	458
2023 Q4	$776K	Sell	1,946 -97	-5%	-$34K	0.03%	450
2023 Q3	$728K	Buy	2,043 +333	+19%	+$121K	0.04%	450
2023 Q2	$641K	Sell	1,710 -25	-1%	-$8.55K	0.03%	464
2023 Q1	$594K	Buy	1,735 +308	+22%	+$109K	0.04%	442
2022 Q4	$431K	Buy	+1,427	New	+$452K	0.04%	455
2022 Q3	–	Sell	-608	Closed	-$213K	–	543
2022 Q2	$213K	Sell	608 -27	-4%	-$10.7K	0.03%	497
2022 Q1	$268K	Buy	+635	New	+$297K	0.03%	458

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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