Evermay Wealth Management’s Pool Corp POOL Stock Holding History

Evermay 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
2023 Q2	–	Sell	-10	Closed	-$3.42K	–	565
2023 Q1	$3.42K	Hold	10	–	–	﹤0.01%	470
2022 Q4	$3.02K	Sell	10 -15	-60%	-$4.75K	﹤0.01%	479
2022 Q3	$8K	Sell	25 -60	-71%	-$21.4K	﹤0.01%	420
2022 Q2	$30K	Sell	85 -38	-31%	-$15.1K	0.01%	314
2022 Q1	$52K	Buy	123 +56	+84%	+$26.1K	0.01%	298
2021 Q4	$38K	Hold	67	–	–	0.01%	305
2021 Q3	$29K	Buy	67 +37	+123%	+$17.5K	0.01%	313
2021 Q2	$14K	Buy	+30	New	+$12.6K	﹤0.01%	383

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Evermay Wealth Management's POOL Position: Q2 2023 in Review

Evermay Wealth Management sold out of Pool Corp (POOL) in Q2 2023, closing a stake of 10 shares — an estimated $3.42K sold.

Evermay Wealth Management first reported a position in POOL in Q2 2021 and held it in 8 quarters. The position peaked at $52K in Q1 2022. 705 funds tracked by Wall St. Rank hold POOL as of Q2 2023.

Evermay Wealth Management reported no remaining Pool Corp position as of Q2 2023 after selling out during the quarter.
Evermay Wealth Management sold 10 Pool Corp shares in Q2 2023, an estimated $3.42K.
Evermay Wealth Management first reported a position in Pool Corp in Q2 2021 and held it in 8 quarters.
Evermay Wealth Management's Pool Corp position peaked at $52K in Q1 2022.
705 funds tracked by Wall St. Rank held Pool Corp as of Q2 2023.

Based on Evermay Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.