Harel Insurance Investments & Financial Services’s Pool Corp POOL Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q4	–	Sell	-580	Closed	-$205K	–	672
2023 Q3	$205K	Buy	+580	New	+$211K	﹤0.01%	303
2022 Q3	–	Sell	-200	Closed	-$70K	–	747
2022 Q2	$70K	Sell	200 -264	-57%	-$105K	﹤0.01%	456
2022 Q1	$196K	Sell	464 -417	-47%	-$195K	﹤0.01%	347
2021 Q4	$493K	Buy	+881	New	+$462K	0.01%	265
2021 Q3	–	Sell	-416	Closed	-$622K	–	773
2021 Q2	$622K	Sell	416 -311	-43%	-$131K	0.01%	412
2021 Q1	$839K	Buy	+727	New	+$253K	0.02%	401

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 $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's POOL Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 580 shares — an estimated $205K sold.

Harel Insurance Investments & Financial Services first reported a position in POOL in Q1 2021 and held it in 6 quarters. The position peaked at $839K in Q1 2021. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 580 Pool Corp shares in Q4 2023, an estimated $205K.
Harel Insurance Investments & Financial Services first reported a position in Pool Corp in Q1 2021 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Pool Corp position peaked at $839K in Q1 2021.
759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.