EWM
POOL icon

Evercore Wealth Management’s Pool Corp POOL Stock Holding History

Evercore Wealth Management’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
Q3 		– Sell
-139,945
Closed -$43M – 428
2024
Q2 		$43M Buy
139,945
+14
+0% +$5.07K 0.68% 39
2024
Q1 		$56.5M Buy
139,931
+2,776
+2% +$1.09M 0.89% 38
2023
Q4 		$54.7M Buy
137,155
+16,696
+14% +$5.85M 0.92% 37
2023
Q3 		$42.9M Buy
120,459
+7,015
+6% +$2.55M 0.8% 40
2023
Q2 		$42.5M Buy
113,444
+38,585
+52% +$13.2M 0.78% 40
2023
Q1 		$25.6M Buy
+74,859
New +$26.6M 0.51% 45

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Evercore Wealth Management's POOL Position: Q3 2024 in Review

Evercore Wealth Management sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 139,945 shares — an estimated $43M sold.

Evercore Wealth Management first reported a position in POOL in Q1 2023 and held it in 6 quarters. The position peaked at $56.5M in Q1 2024. 718 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Evercore Wealth Management reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 139,945 Pool Corp shares in Q3 2024, an estimated $43M.
  • Evercore Wealth Management first reported a position in Pool Corp in Q1 2023 and held it in 6 quarters.
  • Evercore Wealth Management's Pool Corp position peaked at $56.5M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.