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Epic Trust Investment Advisors’s Pool Corp POOL Stock Holding History

Epic Trust Investment 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
2024
Q2 		$202K Buy
659
+45
+7% +$16.3K 0.22% 108
2024
Q1 		$248K Buy
614
+71
+13% +$27.8K 0.31% 91
2023
Q4 		$217K Buy
+543
New +$190K 0.29% 96

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Epic Trust Investment Advisors's POOL Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Pool Corp (POOL) stake by 7.3% in Q2 2024, buying an estimated $16.3K and bringing the position to 659 shares worth $202K. The position accounts for 0.22% of the portfolio, ranked #108.

Epic Trust Investment Advisors first reported a position in POOL in Q4 2023 and has held it in 3 quarters since. The position peaked at $248K in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Epic Trust Investment Advisors held 659 shares of Pool Corp worth $202K as of Q2 2024.
  • Epic Trust Investment Advisors bought 45 Pool Corp shares in Q2 2024, an estimated $16.3K.
  • Pool Corp made up 0.22% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #108 holding.
  • Epic Trust Investment Advisors first reported a position in Pool Corp in Q4 2023 and has held it in 3 quarters since.
  • Epic Trust Investment Advisors's Pool Corp position peaked at $248K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.