Carroll Financial Associates’s Pool Corp POOL Stock Holding History

Carroll Financial Associates’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	$16K	Buy	30 +2	+7%	+$1.05K	﹤0.01%	1043
2021 Q3	$12K	Sell	28 -3	-10%	-$1.42K	﹤0.01%	1147
2021 Q2	$14K	Sell	31 -275	-90%	-$116K	﹤0.01%	1193
2021 Q1	$105K	Buy	306 +2	+0.7%	+$697	0.01%	558
2020 Q4	$113K	Hold	304	–	–	0.01%	493
2020 Q3	$101K	Buy	304 +24	+9%	+$7.42K	0.01%	483
2020 Q2	$76K	Hold	280	–	–	0.01%	538
2020 Q1	$55K	Sell	280 -108	-28%	-$23K	0.01%	556
2019 Q4	$82K	Sell	388 -31	-7%	-$6.4K	0.01%	547
2019 Q3	$84K	Hold	419	–	–	0.01%	539
2019 Q2	$80K	Buy	419 +354	+545%	+$63.9K	0.01%	532
2019 Q1	$10K	Buy	+65	New	+$10.1K	﹤0.01%	949

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 $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Carroll Financial Associates's POOL Position: Q4 2021 in Review

Carroll Financial Associates increased its Pool Corp (POOL) stake by 7.1% in Q4 2021, buying an estimated $1.05K and bringing the position to 30 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Carroll Financial Associates first reported a position in POOL in Q1 2019 and has held it in 12 quarters since. The position peaked at $113K in Q4 2020. 733 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

Carroll Financial Associates held 30 shares of Pool Corp worth $16K as of Q4 2021.
Carroll Financial Associates bought 2 Pool Corp shares in Q4 2021, an estimated $1.05K.
Pool Corp made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1043 holding.
Carroll Financial Associates first reported a position in Pool Corp in Q1 2019 and has held it in 12 quarters since.
Carroll Financial Associates's Pool Corp position peaked at $113K in Q4 2020.
733 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.