YHB Investment Advisors’s Pool Corp POOL Stock Holding History

YHB Investment 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	-739	Closed	-$263K	–	276
2023 Q3	$263K	Hold	739	–	–	0.02%	233
2023 Q2	$277K	Hold	739	–	–	0.03%	231
2023 Q1	$253K	Sell	739 -45	-6%	-$16K	0.03%	248
2022 Q4	$237K	Hold	784	–	–	0.03%	260
2022 Q3	$249K	Hold	784	–	–	0.03%	240
2022 Q2	$275K	Hold	784	–	–	0.03%	231
2022 Q1	$332K	Sell	784 -115	-13%	-$53.7K	0.03%	228
2021 Q4	$509K	Sell	899 -3	-0.3%	-$1.57K	0.04%	209
2021 Q3	$392K	Hold	902	–	–	0.03%	220
2021 Q2	$414K	Hold	902	–	–	0.04%	216
2021 Q1	$345K	Buy	902 +52	+6%	+$18.1K	0.03%	226
2020 Q4	$317K	Sell	850 -41	-5%	-$14.3K	0.03%	231
2020 Q3	$298K	Buy	+891	New	+$276K	0.03%	216
2019 Q2	–	Sell	-1,243	Closed	-$205K	–	195
2019 Q1	$205K	Buy	+1,243	New	+$193K	0.03%	190

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return