HBT
POOL icon

Heartland Bank & Trust’s Pool Corp POOL Stock Holding History

Heartland Bank & 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
Q3 		– Sell
-595
Closed -$209K – 146
2022
Q2 		$209K Buy
595
+15
+3% +$5.95K 0.19% 127
2022
Q1 		$245K Buy
580
+127
+28% +$59.3K 0.19% 127
2021
Q4 		$256K Buy
+453
New +$237K 0.19% 119
2021
Q3 		– Sell
-471
Closed -$216K – 118
2021
Q2 		$216K Buy
+471
New +$198K 0.2% 108

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Heartland Bank & Trust's POOL Position: Q3 2022 in Review

Heartland Bank & Trust sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 595 shares — an estimated $209K sold.

Heartland Bank & Trust first reported a position in POOL in Q2 2021 and held it in 4 quarters. The position peaked at $256K in Q4 2021. 651 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Heartland Bank & Trust reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 595 Pool Corp shares in Q3 2022, an estimated $209K.
  • Heartland Bank & Trust first reported a position in Pool Corp in Q2 2021 and held it in 4 quarters.
  • Heartland Bank & Trust's Pool Corp position peaked at $256K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Heartland Bank & Trust's 13F filing for Q3 2022, filed 11 Oct 2022.