VIA
POOL icon

Vident Investment Advisory’s Pool Corp POOL Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-931
Closed -$345K – 776
2023
Q2 		$345K Buy
931
+72
+8% +$24.6K 0.01% 821
2023
Q1 		$294K Buy
859
+121
+16% +$42.9K 0.01% 961
2022
Q4 		$223K Buy
+738
New +$234K 0.01% 994
2022
Q2 		– Sell
-3,707
Closed -$1.56M – 1350
2022
Q1 		$1.56M Buy
3,707
+2,265
+157% +$1.06M 0.04% 539
2021
Q4 		$817K Sell
1,442
-389
-21% -$204K 0.02% 782
2021
Q3 		$795K Sell
1,831
-986
-35% -$467K 0.02% 749
2021
Q2 		$1.29M Buy
2,817
+1,791
+175% +$754K 0.04% 585
2021
Q1 		$354K Sell
1,026
-81
-7% -$28.2K 0.01% 884
2020
Q4 		$412K Sell
1,107
-206
-16% -$71.8K 0.02% 763
2020
Q3 		$439K Sell
1,313
-494
-27% -$153K 0.02% 693
2020
Q2 		$491K Buy
+1,807
New +$418K 0.03% 656
2018
Q4 		– Sell
-4,556
Closed -$760K – 887
2018
Q3 		$760K Sell
4,556
-4,020
-47% -$651K 0.03% 554
2018
Q2 		$1.3M Buy
8,576
+765
+10% +$112K 0.05% 379
2018
Q1 		$1.15M Buy
7,811
+2,156
+38% +$297K 0.05% 372
2017
Q4 		$733K Buy
5,655
+2,519
+80% +$306K 0.03% 440
2017
Q3 		$339K Buy
+3,136
New +$339K 0.02% 607

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return