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DFPG Investments’s Pool Corp POOL Stock Holding History

DFPG Investments’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
Q4 		$1.53M Buy
4,086
+187
+5% +$65.6K 0.12% 170
2023
Q3 		$1.28M Buy
3,899
+781
+25% +$284K 0.12% 172
2023
Q2 		$1.14M Buy
3,118
+563
+22% +$192K 0.1% 202
2023
Q1 		$875K Buy
2,555
+427
+20% +$152K 0.09% 224
2022
Q4 		$730K Buy
+2,128
New +$674K 0.12% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

DFPG Investments's POOL Position: Q4 2023 in Review

DFPG Investments increased its Pool Corp (POOL) stake by 4.8% in Q4 2023, buying an estimated $65.6K and bringing the position to 4,086 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #170.

DFPG Investments first reported a position in POOL in Q4 2022 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • DFPG Investments held 4,086 shares of Pool Corp worth $1.53M as of Q4 2023.
  • DFPG Investments bought 187 Pool Corp shares in Q4 2023, an estimated $65.6K.
  • Pool Corp made up 0.12% of DFPG Investments's portfolio in Q4 2023, its #170 holding.
  • DFPG Investments first reported a position in Pool Corp in Q4 2022 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.