Column Capital Advisors’s Pool Corp POOL Stock Holding History

Column Capital 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
2023 Q3	$47.7K	Sell	134 -8	-6%	-$2.91K	0.01%	331
2023 Q2	$53.2K	Hold	142	–	–	0.01%	315
2023 Q1	$48.6K	Hold	142	–	–	0.01%	324
2022 Q4	$42.9K	Buy	142 +8	+6%	+$2.53K	0.01%	321
2022 Q3	$43K	Hold	134	–	–	0.01%	294
2022 Q2	$47K	Buy	134 +24	+22%	+$9.52K	0.01%	290
2022 Q1	$47K	Hold	110	–	–	0.01%	297
2021 Q4	$62K	Hold	110	–	–	0.01%	267
2021 Q3	$48K	Sell	110 -16	-13%	-$7.58K	0.01%	273
2021 Q2	$58K	Hold	126	–	–	0.01%	256
2021 Q1	$44K	Hold	126	–	–	0.01%	290
2020 Q4	$47K	Hold	126	–	–	0.01%	281
2020 Q3	$42K	Sell	126 -66	-34%	-$20.4K	0.01%	273
2020 Q2	$52K	Buy	192 +41	+27%	+$9.49K	0.02%	238
2020 Q1	$30K	Sell	151 -31	-17%	-$6.6K	0.01%	268
2019 Q4	$38K	Buy	+182	New	+$37.6K	0.02%	278

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Column Capital Advisors's POOL Position: Q3 2023 in Review

Column Capital Advisors reduced its Pool Corp (POOL) stake by 5.6% in Q3 2023, selling an estimated $2.91K and leaving 134 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #331.

Column Capital Advisors first reported a position in POOL in Q4 2019 and has held it in 16 quarters since. The position peaked at $62K in Q4 2021. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

Column Capital Advisors held 134 shares of Pool Corp worth $47.7K as of Q3 2023.
Column Capital Advisors sold 8 Pool Corp shares in Q3 2023, an estimated $2.91K.
Pool Corp made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #331 holding.
Column Capital Advisors first reported a position in Pool Corp in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Pool Corp position peaked at $62K in Q4 2021.
723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.