Bellevue Group’s Pool Corp POOL Stock Holding History

Bellevue 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
2021 Q4	–	Sell	-900	Closed	-$391K	–	215
2021 Q3	$391K	Hold	900	–	–	﹤0.01%	181
2021 Q2	$413K	Hold	900	–	–	﹤0.01%	166
2021 Q1	$311K	Sell	900 -300	-25%	-$104K	﹤0.01%	203
2020 Q4	$447K	Sell	1,200 -1,000	-45%	-$349K	0.01%	200
2020 Q3	$736K	Hold	2,200	–	–	0.01%	151
2020 Q2	$598K	Hold	2,200	–	–	0.01%	147
2020 Q1	$433K	Hold	2,200	–	–	0.01%	171
2019 Q4	$467K	Hold	2,200	–	–	0.01%	183
2019 Q3	$444K	Buy	2,200 +279	+15%	+$53.8K	0.01%	182
2019 Q2	$367K	Buy	+1,921	New	+$347K	0.01%	160

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bellevue Group's POOL Position: Q4 2021 in Review

Bellevue Group sold out of Pool Corp (POOL) in Q4 2021, closing a stake of 900 shares — an estimated $391K sold.

Bellevue Group first reported a position in POOL in Q2 2019 and held it in 10 quarters. The position peaked at $736K in Q3 2020. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

Bellevue Group reported no remaining Pool Corp position as of Q4 2021 after selling out during the quarter.
Bellevue Group sold 900 Pool Corp shares in Q4 2021, an estimated $391K.
Bellevue Group first reported a position in Pool Corp in Q2 2019 and held it in 10 quarters.
Bellevue Group's Pool Corp position peaked at $736K in Q3 2020.
732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.