Fort LP’s Pool Corp POOL Stock Holding History

Fort LP’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 Q3	–	Sell	-609	Closed	-$214K	–	225
2022 Q2	$214K	Sell	609 -543	-47%	-$215K	0.15%	240
2022 Q1	$487K	Buy	1,152 +198	+21%	+$92.5K	0.18%	208
2021 Q4	$540K	Sell	954 -922	-49%	-$483K	0.17%	218
2021 Q3	$815K	Sell	1,876 -1,209	-39%	-$573K	0.27%	180
2021 Q2	$1.42M	Sell	3,085 -1,054	-25%	-$444K	0.41%	142
2021 Q1	$1.43M	Sell	4,139 -454	-10%	-$158K	0.4%	165
2020 Q4	$1.71M	Buy	4,593 +417	+10%	+$145K	0.51%	66
2020 Q3	$1.4M	Buy	4,176 +74	+2%	+$22.9K	0.59%	14
2020 Q2	$1.11M	Sell	4,102 -8,878	-68%	-$2.06M	0.6%	20
2020 Q1	$2.55M	Sell	12,980 -1,112	-8%	-$237K	0.57%	27
2019 Q4	$2.99M	Sell	14,092 -1,011	-7%	-$209K	0.53%	34
2019 Q3	$3.05M	Buy	15,103 +789	+6%	+$152K	0.57%	21
2019 Q2	$2.73M	Buy	14,314 +3,004	+27%	+$542K	0.52%	61
2019 Q1	$1.87M	Buy	11,310 +2,769	+32%	+$430K	0.38%	147
2018 Q4	$1.27M	Buy	8,541 +4,984	+140%	+$746K	0.3%	156
2018 Q3	$594K	Buy	+3,557	New	+$576K	0.13%	203

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return