MAP
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Moody Aldrich Partners’s Pool Corp POOL Stock Holding History

Moody Aldrich 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
Q1 		– Sell
-689
Closed -$235K – 209
2024
Q4 		$235K Sell
689
-3
-0.4% -$1.09K 0.04% 182
2024
Q3 		$261K Sell
692
-348
-33% -$120K 0.05% 173
2024
Q2 		$320K Sell
1,040
-1
-0.1% -$362 0.06% 158
2024
Q1 		$420K Sell
1,041
-5
-0.5% -$1.95K 0.07% 156
2023
Q4 		$417K Sell
1,046
-2
-0.2% -$701 0.08% 147
2023
Q3 		$373K Sell
1,048
-25
-2% -$9.1K 0.07% 149
2023
Q2 		$402K Buy
1,073
+196
+22% +$67K 0.08% 121
2023
Q1 		$300K Buy
+877
New +$311K 0.06% 139
2022
Q4 		– Sell
-1,315
Closed -$418K – 169
2022
Q3 		$418K Sell
1,315
-1
-0.1% -$357 0.09% 124
2022
Q2 		$462K Sell
1,316
-13
-1% -$5.16K 0.09% 112
2022
Q1 		$562K Buy
1,329
+327
+33% +$153K 0.08% 110
2021
Q4 		$567K Sell
1,002
-13
-1% -$6.82K 0.08% 122
2021
Q3 		$441K Sell
1,015
-2
-0.2% -$948 0.06% 136
2021
Q2 		$466K Sell
1,017
-15
-1% -$6.32K 0.07% 132
2021
Q1 		$356K Buy
1,032
+168
+19% +$58.5K 0.05% 148
2020
Q4 		$322K Buy
864
+218
+34% +$76K 0.05% 144
2020
Q3 		$216K Buy
+646
New +$200K 0.05% 147

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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