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Connectus Wealth’s Pool Corp POOL Stock Holding History

Connectus Wealth’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
Q1 		$15.1M Buy
37,426
+4,275
+13% +$1.67M 0.41% 59
2023
Q4 		$13.2M Buy
33,151
+7
+0% +$2.45K 0.27% 86
2023
Q3 		$11.8M Sell
33,144
-3,745
-10% -$1.36M 0.26% 94
2023
Q2 		$13.8M Buy
36,889
+25,071
+212% +$8.57M 0.32% 76
2023
Q1 		$4.05M Buy
+11,818
New +$4.19M 0.1% 156

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connectus Wealth's POOL Position: Q1 2024 in Review

Connectus Wealth increased its Pool Corp (POOL) stake by 13% in Q1 2024, buying an estimated $1.67M and bringing the position to 37,426 shares worth $15.1M. The position accounts for 0.41% of the portfolio, ranked #59.

Connectus Wealth first reported a position in POOL in Q1 2023 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Connectus Wealth held 37,426 shares of Pool Corp worth $15.1M as of Q1 2024.
  • Connectus Wealth bought 4,275 Pool Corp shares in Q1 2024, an estimated $1.67M.
  • Pool Corp made up 0.41% of Connectus Wealth's portfolio in Q1 2024, its #59 holding.
  • Connectus Wealth first reported a position in Pool Corp in Q1 2023 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.