Stuart Chaussee & Associates’s Pool Corp POOL Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-77	Closed	-$23.9K	–	117
2025 Q3	$23.9K	Hold	77	–	–	0.01%	120
2025 Q2	$22.4K	Hold	77	–	–	0.01%	121
2025 Q1	$24.5K	Hold	77	–	–	0.01%	118
2024 Q4	$26.3K	Hold	77	–	–	0.01%	111
2024 Q3	$29K	Hold	77	–	–	0.01%	95
2024 Q2	$23.7K	Hold	77	–	–	0.01%	97
2024 Q1	$31.1K	Hold	77	–	–	0.01%	82
2023 Q4	$30.7K	Buy	77 +55	+250%	+$19.3K	0.01%	76
2023 Q3	$7.83K	Hold	22	–	–	﹤0.01%	99
2023 Q2	$8.24K	Hold	22	–	–	﹤0.01%	99
2023 Q1	$7.53K	Hold	22	–	–	﹤0.01%	104
2022 Q4	$6.65K	Hold	22	–	–	﹤0.01%	120
2022 Q3	$7K	Hold	22	–	–	0.02%	105
2022 Q2	$8K	Hold	22	–	–	0.02%	109
2022 Q1	$9K	Hold	22	–	–	﹤0.01%	125
2021 Q4	$12K	Hold	22	–	–	0.01%	109
2021 Q3	$10K	Hold	22	–	–	0.02%	102
2021 Q2	$10K	Hold	22	–	–	﹤0.01%	108
2021 Q1	$8K	Buy	+22	New	+$7.66K	﹤0.01%	140

Other funds holding POOL

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group

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

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return