Gradient Investments’s Pool Corp POOL Stock Holding History

Gradient Investments’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 Q3	–	Sell	-1	Closed	-$307	–	1023
2024 Q2	$307	Buy	+1	New	+$362	﹤0.01%	1233
2024 Q1	–	Sell	-11	Closed	-$4.39K	–	1679
2023 Q4	$4.39K	Hold	11	–	–	﹤0.01%	1028
2023 Q3	$3.92K	Buy	11 +3	+38%	+$1.09K	﹤0.01%	1011
2023 Q2	$3K	Sell	8 -8	-50%	-$2.73K	﹤0.01%	1064
2023 Q1	$5.48K	Buy	16 +8	+100%	+$2.84K	﹤0.01%	931
2022 Q4	$2.42K	Hold	8	–	–	﹤0.01%	1061
2022 Q3	$3K	Hold	8	–	–	﹤0.01%	1077
2022 Q2	$3K	Sell	8 -1	-11%	-$397	﹤0.01%	996
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	934
2021 Q4	$5K	Buy	+9	New	+$4.72K	﹤0.01%	942
2015 Q3	–	Sell	-7,460	Closed	-$524K	–	663
2015 Q2	$524K	Sell	7,460 -142	-2%	-$9.69K	0.07%	123
2015 Q1	$530K	Sell	7,602 -586	-7%	-$39.2K	0.08%	126
2014 Q4	$519K	Sell	8,188 -1,197	-13%	-$70.8K	0.09%	124
2014 Q3	$506K	Buy	9,385 +1,270	+16%	+$70.7K	0.09%	133
2014 Q2	$459K	Buy	+8,115	New	+$474K	0.09%	135

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's POOL Position: Q3 2024 in Review

Gradient Investments sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 1 share — an estimated $307 sold.

Gradient Investments first reported a position in POOL in Q2 2014 and held it in 15 quarters. The position peaked at $530K in Q1 2015. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Gradient Investments reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 Pool Corp share in Q3 2024, an estimated $307.
Gradient Investments first reported a position in Pool Corp in Q2 2014 and held it in 15 quarters.
Gradient Investments's Pool Corp position peaked at $530K in Q1 2015.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.