Crescent Grove Advisors’s Pool Corp POOL Stock Holding History

Crescent Grove 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
2022 Q4	–	Sell	-700	Closed	-$223K	–	284
2022 Q3	$223K	Hold	700	–	–	0.03%	238
2022 Q2	$246K	Hold	700	–	–	0.03%	231
2022 Q1	$296K	Hold	700	–	–	0.03%	230
2021 Q4	$396K	Hold	700	–	–	0.04%	193
2021 Q3	$304K	Hold	700	–	–	0.03%	203
2021 Q2	$321K	Buy	+700	New	+$295K	0.03%	184

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crescent Grove Advisors's POOL Position: Q4 2022 in Review

Crescent Grove Advisors sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 700 shares — an estimated $223K sold.

Crescent Grove Advisors first reported a position in POOL in Q2 2021 and held it in 6 quarters. The position peaked at $396K in Q4 2021. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Crescent Grove Advisors reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
Crescent Grove Advisors sold 700 Pool Corp shares in Q4 2022, an estimated $223K.
Crescent Grove Advisors first reported a position in Pool Corp in Q2 2021 and held it in 6 quarters.
Crescent Grove Advisors's Pool Corp position peaked at $396K in Q4 2021.
661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Crescent Grove Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.