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OCM
Orion Capital Management’s
Pool Corp
POOL
Stock Holding History
Orion Capital 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
2025
Q1
–
Sell
-3
Closed
-$1.02K
–
495
2024
Q4
$1.02K
Buy
+3
New
+$1.09K
﹤0.01%
457
2024
Q3
–
Sell
-3
Closed
-$922
–
350
2024
Q2
$922
Hold
3
–
–
﹤0.01%
422
2024
Q1
$1.21K
Hold
3
–
–
﹤0.01%
479
2023
Q4
$1.2K
Hold
3
–
–
﹤0.01%
482
2023
Q3
$1.07K
Buy
+3
New
+$1.09K
﹤0.01%
475
2023
Q2
–
Sell
-14
Closed
-$4.79K
–
357
2023
Q1
$4.79K
Hold
14
–
–
﹤0.01%
402
2022
Q4
$4.23K
Hold
14
–
–
﹤0.01%
355
2022
Q3
$4K
Hold
14
–
–
﹤0.01%
366
2022
Q2
$5K
Hold
14
–
–
﹤0.01%
367
2022
Q1
$6K
Hold
14
–
–
﹤0.01%
364
2021
Q4
$8K
Hold
14
–
–
﹤0.01%
327
2021
Q3
$6K
Buy
+14
New
+$6.64K
﹤0.01%
328
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$263B AUM
16.68%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Pictet Asset Management
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$94.8B AUM
24.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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