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Caldwell Trust’s Pool Corp POOL Stock Holding History

Caldwell Trust’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 		– Sell
-52
Closed -$23.9K – 749
2021
Q2 		$23.9K Hold
52
– – ﹤0.01% 543
2021
Q1 		$18K Hold
52
– – ﹤0.01% 568
2020
Q4 		$19.4K Hold
52
– – ﹤0.01% 546
2020
Q3 		$17.4K Hold
52
– – ﹤0.01% 545
2020
Q2 		$14.1K Hold
52
– – ﹤0.01% 586
2020
Q1 		$10.2K Hold
52
– – ﹤0.01% 632
2019
Q4 		$11K Buy
+52
New +$10.7K ﹤0.01% 675

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Caldwell Trust's POOL Position: Q3 2021 in Review

Caldwell Trust sold out of Pool Corp (POOL) in Q3 2021, closing a stake of 52 shares — an estimated $23.9K sold.

Caldwell Trust first reported a position in POOL in Q4 2019 and held it in 7 quarters. The position peaked at $23.9K in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Caldwell Trust reported no remaining Pool Corp position as of Q3 2021 after selling out during the quarter.
  • Caldwell Trust sold 52 Pool Corp shares in Q3 2021, an estimated $23.9K.
  • Caldwell Trust first reported a position in Pool Corp in Q4 2019 and held it in 7 quarters.
  • Caldwell Trust's Pool Corp position peaked at $23.9K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Caldwell Trust's 13F filing for Q3 2021, filed 2 Oct 2025.