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POOL icon

Ergoteles’s Pool Corp POOL Stock Holding History

Ergoteles’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
Q1 		– Sell
-3,449
Closed -$1.04M – 1656
2022
Q4 		$1.04M Buy
3,449
+1,940
+129% +$614K 0.04% 449
2022
Q3 		$480K Buy
+1,509
New +$538K 0.02% 777
2022
Q2 		– Sell
-3,993
Closed -$1.69M – 1922
2022
Q1 		$1.69M Buy
+3,993
New +$1.86M 0.06% 291
2020
Q4 		– Sell
-27,528
Closed -$9.21M – 858
2020
Q3 		$9.21M Buy
+27,528
New +$8.51M 1.22% 16

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 $32.2B AUM 10.98% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ergoteles's POOL Position: Q1 2023 in Review

Ergoteles sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 3,449 shares — an estimated $1.04M sold.

Ergoteles first reported a position in POOL in Q3 2020 and held it in 4 quarters. The position peaked at $9.21M in Q3 2020. 690 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

  • Ergoteles reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 3,449 Pool Corp shares in Q1 2023, an estimated $1.04M.
  • Ergoteles first reported a position in Pool Corp in Q3 2020 and held it in 4 quarters.
  • Ergoteles's Pool Corp position peaked at $9.21M in Q3 2020.
  • 690 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.