Standard Family Office’s Pool Corp POOL Stock Holding History

Standard Family Office’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	-263	Closed	-$84K	–	341
2022 Q3	$84K	Hold	263	–	–	0.04%	81
2022 Q2	$92K	Sell	263 -32	-11%	-$12.7K	0.91%	32
2022 Q1	$125K	Buy	+295	New	+$138K	0.03%	27
2021 Q3	–	Sell	-408	Closed	-$187K	–	407
2021 Q2	$187K	Hold	408	–	–	0.04%	158
2021 Q1	$141K	Sell	408 -248	-38%	-$86.4K	0.03%	157
2020 Q4	$244K	Buy	+656	New	+$229K	0.06%	108

Other funds holding POOL

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

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

Select Equity Group

Select Equity Group New York $18.8B 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 $653B AUM 32.41% 1-Year Est. Return