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Stonebridge Capital Advisors’s Pool Corp POOL Stock Holding History

Stonebridge Capital Advisors’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
2023
Q4 		– Sell
-2
Closed -$712 – 684
2023
Q3 		$712 Hold
2
– – ﹤0.01% 871
2023
Q2 		$749 Hold
2
– – ﹤0.01% 874
2023
Q1 		$685 Hold
2
– – ﹤0.01% 882
2022
Q4 		$605 Hold
2
– – ﹤0.01% 895
2022
Q3 		$1K Buy
+2
New +$714 ﹤0.01% 933
2020
Q1 		– Sell
-200
Closed -$42K – 840
2019
Q4 		$42K Hold
200
– – 0.01% 346
2019
Q3 		$40K Hold
200
– – 0.01% 351
2019
Q2 		$38K Buy
+200
New +$36.1K 0.01% 363

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Geode Capital Management
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Neuberger Berman Group
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JP Morgan Chase
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William Blair & Company
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Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return