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FourThought Financial’s Pool Corp POOL Stock Holding History

FourThought Financial’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 		$187K Buy
587
+30
+5% +$10.7K 0.03% 303
2022
Q2 		$196K Hold
557
– – 0.03% 315
2022
Q1 		$236K Buy
557
+2
+0.4% +$934 0.03% 307
2021
Q4 		$314K Sell
555
-34
-6% -$17.8K 0.04% 266
2021
Q3 		$255K Sell
589
-55
-9% -$26.1K 0.03% 301
2021
Q2 		$295K Hold
644
– – 0.04% 289
2021
Q1 		$222K Sell
644
-175
-21% -$61K 0.03% 333
2020
Q4 		$305K Buy
+819
New +$286K 0.05% 277

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

FourThought Financial's POOL Position: Q3 2022 in Review

FourThought Financial increased its Pool Corp (POOL) stake by 5.4% in Q3 2022, buying an estimated $10.7K and bringing the position to 587 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #303.

FourThought Financial first reported a position in POOL in Q4 2020 and has held it in 8 quarters since. The position peaked at $314K in Q4 2021. 653 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • FourThought Financial held 587 shares of Pool Corp worth $187K as of Q3 2022.
  • FourThought Financial bought 30 Pool Corp shares in Q3 2022, an estimated $10.7K.
  • Pool Corp made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #303 holding.
  • FourThought Financial first reported a position in Pool Corp in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Pool Corp position peaked at $314K in Q4 2021.
  • 653 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.