Herold Advisors’s Pool Corp POOL Stock Holding History

Herold Advisors’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 Q4	–	Sell	-3,100	Closed	-$986K	–	211
2022 Q3	$986K	Hold	3,100	–	–	0.47%	72
2022 Q2	$1.09M	Hold	3,100	–	–	0.48%	70
2022 Q1	$1.31M	Buy	+3,100	New	+$1.45M	0.47%	69

Other funds holding POOL

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

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

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

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

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

Herold Advisors's POOL Position: Q4 2022 in Review

Herold Advisors sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 3,100 shares — an estimated $986K sold.

Herold Advisors first reported a position in POOL in Q1 2022 and held it in 3 quarters. The position peaked at $1.31M in Q1 2022. 662 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Herold Advisors reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
Herold Advisors sold 3,100 Pool Corp shares in Q4 2022, an estimated $986K.
Herold Advisors first reported a position in Pool Corp in Q1 2022 and held it in 3 quarters.
Herold Advisors's Pool Corp position peaked at $1.31M in Q1 2022.
662 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Herold Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.