Valeo Financial Advisors’s Pool Corp POOL Stock Holding History

Valeo Financial 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 Q2	–	Sell	-631	Closed	-$216K	–	659
2023 Q1	$216K	Buy	+631	New	+$224K	0.01%	529
2021 Q2	–	Sell	-7	Closed	-$2K	–	1469
2021 Q1	$2K	Buy	+7	New	+$2.44K	﹤0.01%	1822
2020 Q4	–	Sell	-37	Closed	-$12K	–	1818
2020 Q3	$12K	Sell	37 -167	-82%	-$51.6K	﹤0.01%	1043
2020 Q2	$56K	Buy	204 +20	+11%	+$4.63K	0.01%	678
2020 Q1	$37K	Buy	184 +147	+397%	+$31.3K	﹤0.01%	701
2019 Q4	$8K	Hold	37	–	–	﹤0.01%	1173
2019 Q3	$7K	Hold	37	–	–	﹤0.01%	1127
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	1122
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	1109
2018 Q4	$6K	Hold	37	–	–	﹤0.01%	1028
2018 Q3	$5K	Buy	+37	New	+$5.99K	﹤0.01%	1207
2018 Q2	–	Sell	-45	Closed	-$7K	–	1727
2018 Q1	$7K	Buy	+45	New	+$6.2K	﹤0.01%	1037

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return