Y-Intercept (HK)’s Pool Corp POOL Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.79M	Buy	+8,307	New	+$1.66M	0.04%	766
2026 Q1	–	Sell	-24,371	Closed	-$5.57M	–	1941
2025 Q4	$5.57M	Buy	24,371 +16,708	+218%	+$4.35M	0.12%	196
2025 Q3	$2.38M	Buy	+7,663	New	+$2.4M	0.06%	511
2025 Q2	–	Sell	-1,814	Closed	-$577K	–	1933
2025 Q1	$577K	Buy	+1,814	New	+$615K	0.04%	636
2024 Q1	–	Sell	-2,989	Closed	-$1.19M	–	1678
2023 Q4	$1.19M	Buy	+2,989	New	+$1.05M	0.11%	262
2023 Q3	–	Sell	-3,339	Closed	-$1.25M	–	1473
2023 Q2	$1.25M	Buy	3,339 +1,284	+62%	+$439K	0.13%	220
2023 Q1	$704K	Sell	2,055 -391	-16%	-$139K	0.08%	381
2022 Q4	$739K	Buy	+2,446	New	+$775K	0.11%	295
2022 Q2	–	Sell	-2,529	Closed	-$1.07M	–	1125
2022 Q1	$1.07M	Buy	+2,529	New	+$1.18M	0.24%	101
2021 Q4	–	Sell	-1,779	Closed	-$773K	–	817
2021 Q3	$773K	Buy	+1,779	New	+$843K	0.14%	231

Other funds holding POOL

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return