BCA
POOL icon

Berman Capital Advisors’s Pool Corp POOL Stock Holding History

Berman Capital 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
2021
Q3 		$49K Buy
113
+26
+30% +$12.3K 0.01% 679
2021
Q2 		$40K Buy
87
+67
+335% +$28.2K 0.01% 663
2021
Q1 		$6K Sell
20
-19
-49% -$6.62K ﹤0.01% 1224
2020
Q4 		$13K Buy
39
+24
+160% +$8.37K ﹤0.01% 825
2020
Q3 		$5K Hold
15
– – ﹤0.01% 1053
2020
Q2 		$4K Buy
15
+8
+114% +$1.85K ﹤0.01% 1075
2020
Q1 		$1K Hold
7
– – ﹤0.01% 1348
2019
Q4 		$1K Hold
7
– – ﹤0.01% 1375
2019
Q3 		$1K Hold
7
– – ﹤0.01% 1357
2019
Q2 		$1K Hold
7
– – ﹤0.01% 1368
2019
Q1 		$1K Buy
7
+2
+40% +$310 ﹤0.01% 1253
2018
Q4 		$0 Buy
+5
New +$748 ﹤0.01% 1230

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Berman Capital Advisors's POOL Position: Q3 2021 in Review

Berman Capital Advisors increased its Pool Corp (POOL) stake by 30% in Q3 2021, buying an estimated $12.3K and bringing the position to 113 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #679.

Berman Capital Advisors first reported a position in POOL in Q4 2018 and has held it in 12 quarters since. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Berman Capital Advisors held 113 shares of Pool Corp worth $49K as of Q3 2021.
  • Berman Capital Advisors bought 26 Pool Corp shares in Q3 2021, an estimated $12.3K.
  • Pool Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #679 holding.
  • Berman Capital Advisors first reported a position in Pool Corp in Q4 2018 and has held it in 12 quarters since.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.