Evelyn V. Moreno’s Pool Corp POOL Stock Holding History

Evelyn V. Moreno’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 Q4	–	Sell	-815	Closed	-$259K	–	165
2022 Q3	$259K	Buy	815 +159	+24%	+$56.7K	0.12%	126
2022 Q2	$230K	Buy	+656	New	+$260K	0.05%	140

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Evelyn V. Moreno's POOL Position: Q4 2022 in Review

Evelyn V. Moreno sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 815 shares — an estimated $259K sold.

Evelyn V. Moreno first reported a position in POOL in Q2 2022 and held it in 2 quarters. The position peaked at $259K in Q3 2022. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Evelyn V. Moreno reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
Evelyn V. Moreno sold 815 Pool Corp shares in Q4 2022, an estimated $259K.
Evelyn V. Moreno first reported a position in Pool Corp in Q2 2022 and held it in 2 quarters.
Evelyn V. Moreno's Pool Corp position peaked at $259K in Q3 2022.
661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Evelyn V. Moreno's 13F filing for Q4 2022, filed 9 Feb 2023.