GIA
POOL icon

Gladstone Institutional Advisory’s Pool Corp POOL Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-547
Closed -$310K – 746
2021
Q4 		$310K Buy
547
+16
+3% +$8.39K 0.02% 470
2021
Q3 		$231K Buy
+531
New +$252K 0.02% 485

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Gladstone Institutional Advisory's POOL Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 547 shares — an estimated $310K sold.

Gladstone Institutional Advisory first reported a position in POOL in Q3 2021 and held it in 2 quarters. The position peaked at $310K in Q4 2021. 711 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 547 Pool Corp shares in Q1 2022, an estimated $310K.
  • Gladstone Institutional Advisory first reported a position in Pool Corp in Q3 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Pool Corp position peaked at $310K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.