Crown Advisors Management’s Pool Corp POOL Stock Holding History

Crown Advisors Management’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 Q2	–	Sell	-5,000	Closed	-$2.02M	–	45
2024 Q1	$2.02M	Sell	5,000 -5,000	-50%	-$1.95M	1.22%	27
2023 Q4	$3.99M	Sell	10,000 -5,000	-33%	-$1.75M	2.73%	12
2023 Q3	$5.34M	Sell	15,000 -3,000	-17%	-$1.09M	3.8%	5
2023 Q2	$6.74M	Hold	18,000	–	–	4.39%	4
2023 Q1	$6.16M	Hold	18,000	–	–	4.6%	3
2022 Q4	$5.44M	Hold	18,000	–	–	4.95%	4
2022 Q3	$5.73M	Hold	18,000	–	–	5.68%	4
2022 Q2	$6.32M	Buy	18,000 +4,000	+29%	+$1.59M	5.81%	2
2022 Q1	$5.92M	Hold	14,000	–	–	4.17%	5
2021 Q4	$7.92M	Hold	14,000	–	–	5.1%	3
2021 Q3	$6.08M	Hold	14,000	–	–	4.27%	5
2021 Q2	$6.42M	Hold	14,000	–	–	4.43%	5
2021 Q1	$4.83M	Sell	14,000 -2,000	-13%	-$697K	3.79%	9
2020 Q4	$5.96M	Sell	16,000 -4,000	-20%	-$1.4M	4.27%	4
2020 Q3	$6.69M	Hold	20,000	–	–	4.35%	3
2020 Q2	$5.44M	Sell	20,000 -5,000	-20%	-$1.16M	3.72%	6
2020 Q1	$4.92M	Hold	25,000	–	–	3.89%	3
2019 Q4	$5.31M	Hold	25,000	–	–	3.41%	5
2019 Q3	$5.04M	Hold	25,000	–	–	3.38%	6
2019 Q2	$4.78M	Hold	25,000	–	–	3.3%	8
2019 Q1	$4.12M	Hold	25,000	–	–	3.1%	10
2018 Q4	$3.72M	Hold	25,000	–	–	3.86%	5
2018 Q3	$4.17M	Hold	25,000	–	–	3.56%	5
2018 Q2	$3.79M	Hold	25,000	–	–	3.21%	8
2018 Q1	$3.66M	Sell	25,000 -9,000	-26%	-$1.24M	3.47%	8
2017 Q4	$4.41M	Buy	+34,000	New	+$4.13M	4.21%	7

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

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

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Crown Advisors Management's POOL Position: Q2 2024 in Review

Crown Advisors Management sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 5,000 shares — an estimated $2.02M sold.

Crown Advisors Management first reported a position in POOL in Q4 2017 and held it in 26 quarters. The position peaked at $7.92M in Q4 2021. 740 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Crown Advisors Management reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
Crown Advisors Management sold 5,000 Pool Corp shares in Q2 2024, an estimated $2.02M.
Crown Advisors Management first reported a position in Pool Corp in Q4 2017 and held it in 26 quarters.
Crown Advisors Management's Pool Corp position peaked at $7.92M in Q4 2021.
740 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Crown Advisors Management's 13F filing for Q2 2024, filed 8 Aug 2024.