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Haverford Financial Services’s Pool Corp POOL Stock Holding History

Haverford 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
Q1 		– Sell
-2,624
Closed -$793K – 62
2022
Q4 		$793K Hold
2,624
– – 0.22% 52
2022
Q3 		$835K Buy
2,624
+1,488
+131% +$531K 0.26% 50
2022
Q2 		$399K Buy
+1,136
New +$450K 0.12% 61

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Haverford Financial Services's POOL Position: Q1 2023 in Review

Haverford Financial Services sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 2,624 shares — an estimated $793K sold.

Haverford Financial Services first reported a position in POOL in Q2 2022 and held it in 3 quarters. The position peaked at $835K in Q3 2022. 690 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

  • Haverford Financial Services reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
  • Haverford Financial Services sold 2,624 Pool Corp shares in Q1 2023, an estimated $793K.
  • Haverford Financial Services first reported a position in Pool Corp in Q2 2022 and held it in 3 quarters.
  • Haverford Financial Services's Pool Corp position peaked at $835K in Q3 2022.
  • 690 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.