Dorsey & Whitney Trust’s Pool Corp POOL Stock Holding History

Dorsey & Whitney Trust’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	-500	Closed	-$202K	–	654
2024 Q1	$202K	Buy	+500	New	+$195K	0.01%	598

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Dorsey & Whitney Trust's POOL Position: Q2 2024 in Review

Dorsey & Whitney Trust sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 500 shares — an estimated $202K sold.

Dorsey & Whitney Trust first reported a position in POOL in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Dorsey & Whitney Trust reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
Dorsey & Whitney Trust sold 500 Pool Corp shares in Q2 2024, an estimated $202K.
Dorsey & Whitney Trust first reported a position in Pool Corp in Q1 2024 and held it in 1 quarter.
Dorsey & Whitney Trust's Pool Corp position peaked at $202K in Q1 2024.
743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2024, filed 7 Aug 2024.