FFO
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Fiduciary Family Office’s Pool Corp POOL Stock Holding History

Fiduciary Family Office’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
Q4 		– Sell
-622
Closed -$234K – 208
2024
Q3 		$234K Sell
622
-1,029
-62% -$356K 0.08% 191
2024
Q2 		$507K Sell
1,651
-1
-0.1% -$362 0.2% 128
2024
Q1 		$667K Buy
1,652
+244
+17% +$95.4K 0.26% 107
2023
Q4 		$561K Buy
+1,408
New +$494K 0.25% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Fiduciary Family Office's POOL Position: Q4 2024 in Review

Fiduciary Family Office sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 622 shares — an estimated $234K sold.

Fiduciary Family Office first reported a position in POOL in Q4 2023 and held it in 4 quarters. The position peaked at $667K in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Fiduciary Family Office reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Family Office sold 622 Pool Corp shares in Q4 2024, an estimated $234K.
  • Fiduciary Family Office first reported a position in Pool Corp in Q4 2023 and held it in 4 quarters.
  • Fiduciary Family Office's Pool Corp position peaked at $667K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Fiduciary Family Office's 13F filing for Q4 2024, filed 17 Jan 2025.