SJS Investment Consulting’s Pool Corp POOL Stock Holding History

SJS Investment Consulting’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
2026 Q1	$55.8K	Buy	276 +260	+1,625%	+$61.3K	0.01%	341
2025 Q4	$3.66K	Sell	16 -34	-68%	-$8.84K	﹤0.01%	1015
2025 Q3	$15.5K	Buy	50 +47	+1,567%	+$14.7K	﹤0.01%	566
2025 Q2	$875	Sell	3 -4	-57%	-$1.21K	﹤0.01%	915
2025 Q1	$2.23K	Buy	7 +1	+17%	+$339	﹤0.01%	680
2024 Q4	$2.05K	Hold	6	–	–	﹤0.01%	691
2024 Q3	$2.26K	Sell	6 -1	-14%	-$346	﹤0.01%	735
2024 Q2	$2.15K	Hold	7	–	–	﹤0.01%	679
2024 Q1	$2.83K	Buy	7 +1	+17%	+$391	﹤0.01%	609
2023 Q4	$2.39K	Sell	6 -1	-14%	-$351	﹤0.01%	591
2023 Q3	$2.49K	Buy	7 +1	+17%	+$364	﹤0.01%	549
2023 Q2	$2.25K	Hold	6	–	–	﹤0.01%	562
2023 Q1	$2.06K	Hold	6	–	–	﹤0.01%	597
2022 Q4	$1.81K	Buy	6 +2	+50%	+$633	﹤0.01%	668
2022 Q3	$1K	Buy	+4	New	+$1.43K	﹤0.01%	867
2022 Q1	$0	Sell	1 -46	-98%	-$21.5K	﹤0.01%	1196
2021 Q4	$27K	Buy	+47	New	+$24.6K	0.01%	233

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return