Greenleaf Trust’s Pool Corp POOL Stock Holding History

Greenleaf Trust’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	-428	Closed	-$242K	–	794
2021 Q4	$242K	Buy	+428	New	+$224K	﹤0.01%	667

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Greenleaf Trust's POOL Position: Q1 2022 in Review

Greenleaf Trust sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 428 shares — an estimated $242K sold.

Greenleaf Trust first reported a position in POOL in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 711 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

Greenleaf Trust reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
Greenleaf Trust sold 428 Pool Corp shares in Q1 2022, an estimated $242K.
Greenleaf Trust first reported a position in Pool Corp in Q4 2021 and held it in 1 quarter.
Greenleaf Trust's Pool Corp position peaked at $242K in Q4 2021.
711 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.