MUFG Americas’s Pool Corp POOL Stock Holding History

MUFG Americas’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 Q4	–	Sell	-55	Closed	-$18K	–	623
2022 Q3	$18K	Hold	55	–	–	﹤0.01%	623
2022 Q2	$19K	Hold	55	–	–	﹤0.01%	608
2022 Q1	$23K	Hold	55	–	–	﹤0.01%	636
2021 Q4	$31K	Hold	55	–	–	﹤0.01%	620
2021 Q3	$24K	Buy	55 +47	+588%	+$22.3K	﹤0.01%	621
2021 Q2	$4K	Buy	+8	New	+$3.37K	﹤0.01%	649
2017 Q4	–	Sell	-6,240	Closed	-$675K	–	1126
2017 Q3	$675K	Hold	6,240	–	–	0.02%	311
2017 Q2	$734K	Hold	6,240	–	–	0.02%	314
2017 Q1	$745K	Sell	6,240 -6,140	-50%	-$688K	0.02%	315
2016 Q4	$1.29M	Buy	+12,380	New	+$1.22M	0.04%	258
2014 Q4	–	Sell	-2,500	Closed	-$135K	–	1293
2014 Q3	$135K	Hold	2,500	–	–	﹤0.01%	542
2014 Q2	$141K	Hold	2,500	–	–	﹤0.01%	531
2014 Q1	$153K	Hold	2,500	–	–	0.01%	516
2013 Q4	$145K	Sell	2,500 -250	-9%	-$13.8K	﹤0.01%	527
2013 Q3	$154K	Sell	2,750 -250	-8%	-$13.5K	0.01%	542
2013 Q2	$157K	Buy	+3,000	New	+$152K	﹤0.01%	944

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return