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Castleview Partners’s Pool Corp POOL Stock Holding History

Castleview 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
2024
Q3 		– Sell
-1
Closed -$307 – 810
2024
Q2 		$307 Hold
1
– – ﹤0.01% 867
2024
Q1 		$404 Hold
1
– – ﹤0.01% 844
2023
Q4 		$399 Buy
+1
New +$351 ﹤0.01% 813
2021
Q2 		$16K Buy
+34
New +$14.3K 0.01% 604

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Castleview Partners's POOL Position: Q3 2024 in Review

Castleview Partners sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 1 share — an estimated $307 sold.

Castleview Partners first reported a position in POOL in Q2 2021 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Castleview Partners reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1 Pool Corp share in Q3 2024, an estimated $307.
  • Castleview Partners first reported a position in Pool Corp in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's Pool Corp position peaked at $16K in Q2 2021.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.