Claris Advisors’s Pool Corp POOL Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$754	–	871
2024 Q3	$754	Buy	+2	New	+$692	﹤0.01%	502

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's POOL Position: Q4 2024 in Review

Claris Advisors sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 2 shares — an estimated $754 sold.

Claris Advisors first reported a position in POOL in Q3 2024 and held it in 1 quarter. The position peaked at $754 in Q3 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Claris Advisors reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Pool Corp shares in Q4 2024, an estimated $754.
Claris Advisors first reported a position in Pool Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Pool Corp position peaked at $754 in Q3 2024.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.