BCP
POOL icon

Blue Chip Partners’s Pool Corp POOL Stock Holding History

Blue Chip Partners’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
Q4 		– Sell
-836
Closed -$266K – 186
2022
Q3 		$266K Buy
836
+10
+1% +$3.57K 0.04% 109
2022
Q2 		$290K Sell
826
-304
-27% -$121K 0.04% 114
2022
Q1 		$478K Buy
1,130
+10
+0.9% +$4.67K 0.06% 96
2021
Q4 		$634K Buy
1,120
+465
+71% +$244K 0.08% 84
2021
Q3 		$285K Buy
+655
New +$310K 0.04% 116

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Chip Partners's POOL Position: Q4 2022 in Review

Blue Chip Partners sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 836 shares — an estimated $266K sold.

Blue Chip Partners first reported a position in POOL in Q3 2021 and held it in 5 quarters. The position peaked at $634K in Q4 2021. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • Blue Chip Partners reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
  • Blue Chip Partners sold 836 Pool Corp shares in Q4 2022, an estimated $266K.
  • Blue Chip Partners first reported a position in Pool Corp in Q3 2021 and held it in 5 quarters.
  • Blue Chip Partners's Pool Corp position peaked at $634K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.