AFG
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Albion Financial Group’s Pool Corp POOL Stock Holding History

Albion Financial Group’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
2022
Q1 		– Sell
-17
Closed -$10K – 651
2021
Q4 		$10K Hold
17
– – ﹤0.01% 407
2021
Q3 		$7K Hold
17
– – ﹤0.01% 396
2021
Q2 		$8K Buy
+17
New +$7.16K ﹤0.01% 385
2020
Q4 		$6K Buy
+17
New +$5.93K ﹤0.01% 377

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Albion Financial Group's POOL Position: Q1 2022 in Review

Albion Financial Group sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 17 shares — an estimated $10K sold.

Albion Financial Group first reported a position in POOL in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Albion Financial Group reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 17 Pool Corp shares in Q1 2022, an estimated $10K.
  • Albion Financial Group first reported a position in Pool Corp in Q4 2020 and held it in 4 quarters.
  • Albion Financial Group's Pool Corp position peaked at $10K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.