EI
POOL icon

Ellevest Inc’s Pool Corp POOL Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-11
Closed -$4K – 1798
2022
Q2 		$4K Hold
11
– – ﹤0.01% 1063
2022
Q1 		$5K Hold
11
– – ﹤0.01% 1045
2021
Q4 		$6K Hold
11
– – ﹤0.01% 963
2021
Q3 		$5K Hold
11
– – ﹤0.01% 974
2021
Q2 		$5K Sell
11
-132
-92% -$55.6K ﹤0.01% 902
2021
Q1 		$49K Sell
143
-16
-10% -$5.57K 0.01% 480
2020
Q4 		$59K Buy
159
+91
+134% +$31.7K 0.01% 424
2020
Q3 		$23K Buy
68
+45
+196% +$13.9K ﹤0.01% 506
2020
Q2 		$6K Buy
+23
New +$5.32K ﹤0.01% 713

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ellevest Inc's POOL Position: Q3 2022 in Review

Ellevest Inc sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 11 shares — an estimated $4K sold.

Ellevest Inc first reported a position in POOL in Q2 2020 and held it in 9 quarters. The position peaked at $59K in Q4 2020. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Ellevest Inc reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 11 Pool Corp shares in Q3 2022, an estimated $4K.
  • Ellevest Inc first reported a position in Pool Corp in Q2 2020 and held it in 9 quarters.
  • Ellevest Inc's Pool Corp position peaked at $59K in Q4 2020.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.