AG
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Aperio Group’s Pool Corp POOL Stock Holding History

Aperio 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
2020
Q4 		$8.65M Buy
23,215
+1,384
+6% +$483K 0.03% 617
2020
Q3 		$7.3M Buy
21,831
+4,675
+27% +$1.45M 0.02% 589
2020
Q2 		$4.66M Buy
17,156
+1,816
+12% +$420K 0.02% 758
2020
Q1 		$3.02M Buy
15,340
+2,754
+22% +$586K 0.01% 844
2019
Q4 		$2.67M Buy
12,586
+931
+8% +$192K 0.01% 963
2019
Q3 		$2.35M Sell
11,655
-1,028
-8% -$198K 0.01% 988
2019
Q2 		$2.42M Buy
12,683
+495
+4% +$89.4K 0.01% 973
2019
Q1 		$2.01M Sell
12,188
-113
-0.9% -$17.5K 0.01% 1040
2018
Q4 		$1.83M Sell
12,301
-345
-3% -$51.6K 0.01% 1024
2018
Q3 		$2.11M Buy
12,646
+204
+2% +$33K 0.01% 1041
2018
Q2 		$1.89M Sell
12,442
-670
-5% -$98.3K 0.01% 1057
2018
Q1 		$1.92M Buy
13,112
+461
+4% +$63.5K 0.01% 1024
2017
Q4 		$1.64M Sell
12,651
-457
-3% -$55.5K 0.01% 1067
2017
Q3 		$1.42M Sell
13,108
-1,548
-11% -$167K 0.01% 1092
2017
Q2 		$1.72M Buy
14,656
+1,873
+15% +$225K 0.01% 965
2017
Q1 		$1.52M Buy
12,783
+1,691
+15% +$190K 0.01% 968
2016
Q4 		$1.16M Sell
11,092
-328
-3% -$32.4K 0.01% 1055
2016
Q3 		$1.08M Buy
11,420
+630
+6% +$61.8K 0.01% 1068
2016
Q2 		$1.01M Sell
10,790
-619
-5% -$55.6K 0.01% 1066
2016
Q1 		$1M Buy
11,409
+1,576
+16% +$127K 0.01% 1049
2015
Q4 		$794K Buy
9,833
+782
+9% +$62.6K 0.01% 1112
2015
Q3 		$654K Buy
9,051
+717
+9% +$50.6K 0.01% 1165
2015
Q2 		$585K Buy
8,334
+507
+6% +$34.6K 0.01% 1243
2015
Q1 		$546K Buy
7,827
+782
+11% +$52.2K 0.01% 1223
2014
Q4 		$447K Buy
7,045
+2,322
+49% +$137K 0.01% 1287
2014
Q3 		$255K Buy
4,723
+118
+3% +$6.57K ﹤0.01% 1487
2014
Q2 		$260K Buy
+4,605
New +$269K ﹤0.01% 1470

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aperio Group's POOL Position: Q4 2020 in Review

Aperio Group increased its Pool Corp (POOL) stake by 6.3% in Q4 2020, buying an estimated $483K and bringing the position to 23,215 shares worth $8.65M. The position accounts for 0.03% of the portfolio, ranked #617.

Aperio Group first reported a position in POOL in Q2 2014 and has held it in 27 quarters since. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

  • Aperio Group held 23,215 shares of Pool Corp worth $8.65M as of Q4 2020.
  • Aperio Group bought 1,384 Pool Corp shares in Q4 2020, an estimated $483K.
  • Pool Corp made up 0.03% of Aperio Group's portfolio in Q4 2020, its #617 holding.
  • Aperio Group first reported a position in Pool Corp in Q2 2014 and has held it in 27 quarters since.
  • 599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.