EIP
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Epoch Investment Partners’s Pool Corp POOL Stock Holding History

Epoch Investment Partners’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
2025
Q3 		– Sell
-87,165
Closed -$25.4M – 288
2025
Q2 		$25.4M Sell
87,165
-142,364
-62% -$43.1M 0.13% 175
2025
Q1 		$73.1M Sell
229,529
-4,535
-2% -$1.54M 0.38% 100
2024
Q4 		$79.8M Buy
234,064
+5,352
+2% +$1.95M 0.39% 90
2024
Q3 		$86.2M Buy
228,712
+25,130
+12% +$8.69M 0.39% 97
2024
Q2 		$62.6M Buy
203,582
+7,841
+4% +$2.84M 0.29% 121
2024
Q1 		$79M Buy
195,741
+72,322
+59% +$28.3M 0.35% 106
2023
Q4 		$49.2M Buy
123,419
+108,207
+711% +$37.9M 0.22% 163
2023
Q3 		$5.42M Sell
15,212
-6
-0% -$2.18K 0.03% 290
2023
Q2 		$5.7M Hold
15,218
– – 0.03% 295
2023
Q1 		$5.21M Buy
15,218
+38
+0.3% +$13.5K 0.03% 294
2022
Q4 		$4.59M Sell
15,180
-3,995
-21% -$1.27M 0.03% 294
2022
Q3 		$6.1M Sell
19,175
-3,018
-14% -$1.08M 0.04% 297
2022
Q2 		$7.79M Buy
22,193
+666
+3% +$264K 0.05% 284
2022
Q1 		$9.1M Sell
21,527
-910
-4% -$425K 0.04% 287
2021
Q4 		$12.7M Sell
22,437
-2,924
-12% -$1.53M 0.06% 251
2021
Q3 		$11M Hold
25,361
– – 0.06% 252
2021
Q2 		$11.6M Buy
25,361
+227
+0.9% +$95.6K 0.06% 239
2021
Q1 		$8.68M Buy
25,134
+1,298
+5% +$452K 0.04% 256
2020
Q4 		$8.88M Sell
23,836
-14,563
-38% -$5.08M 0.04% 243
2020
Q3 		$12.8M Sell
38,399
-4,837
-11% -$1.5M 0.06% 198
2020
Q2 		$11.8M Buy
43,236
+2,713
+7% +$628K 0.06% 203
2020
Q1 		$7.97M Buy
40,523
+23,777
+142% +$5.06M 0.05% 213
2019
Q4 		$3.56M Buy
+16,746
New +$3.46M 0.02% 255
2019
Q2 		– Sell
-54,511
Closed -$8.99M – 314
2019
Q1 		$8.99M Sell
54,511
-32,930
-38% -$5.11M 0.04% 213
2018
Q4 		$13M Buy
87,441
+60,427
+224% +$9.04M 0.06% 201
2018
Q3 		$4.51M Buy
27,014
+8,234
+44% +$1.33M 0.02% 256
2018
Q2 		$2.85M Buy
+18,780
New +$2.76M 0.01% 278

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Epoch Investment Partners's POOL Position: Q3 2025 in Review

Epoch Investment Partners sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 87,165 shares — an estimated $25.4M sold.

Epoch Investment Partners first reported a position in POOL in Q2 2018 and held it in 27 quarters. The position peaked at $86.2M in Q3 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Epoch Investment Partners reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 87,165 Pool Corp shares in Q3 2025, an estimated $25.4M.
  • Epoch Investment Partners first reported a position in Pool Corp in Q2 2018 and held it in 27 quarters.
  • Epoch Investment Partners's Pool Corp position peaked at $86.2M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Epoch Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.