HFR Wealth Management’s Pool Corp POOL Stock Holding History

HFR Wealth Management’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
2024 Q3	–	Sell	-22,943	Closed	-$7.05M	–	56
2024 Q2	$7.05M	Buy	22,943 +254	+1%	+$92K	1.79%	31
2024 Q1	$9.16M	Buy	22,689 +441	+2%	+$172K	2.32%	24
2023 Q4	$8.87M	Buy	22,248 +432	+2%	+$151K	2.4%	23
2023 Q3	$7.77M	Sell	21,816 -41	-0.2%	-$14.9K	2.27%	29
2023 Q2	$8.19M	Buy	21,857 +160	+0.7%	+$54.7K	2.28%	31
2023 Q1	$7.43M	Buy	21,697 +182	+0.8%	+$64.6K	2.11%	32
2022 Q4	$6.5M	Buy	21,515 +172	+0.8%	+$54.5K	1.89%	35
2022 Q3	$6.79M	Buy	21,343 +1	+0%	+$357	2.22%	29
2022 Q2	$7.5M	Buy	21,342 +326	+2%	+$129K	2.26%	30
2022 Q1	$8.89M	Sell	21,016 -1,791	-8%	-$836K	2.35%	27
2021 Q4	$12.9M	Buy	22,807 +204	+0.9%	+$107K	3.24%	6
2021 Q3	$9.82M	Buy	22,603 +493	+2%	+$234K	2.86%	14
2021 Q2	$10.1M	Buy	+22,110	New	+$9.31M	3.05%	10

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 $32.2B AUM 10.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFR Wealth Management's POOL Position: Q3 2024 in Review

HFR Wealth Management sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 22,943 shares — an estimated $7.05M sold.

HFR Wealth Management first reported a position in POOL in Q2 2021 and held it in 13 quarters. The position peaked at $12.9M in Q4 2021. 718 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

HFR Wealth Management reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
HFR Wealth Management sold 22,943 Pool Corp shares in Q3 2024, an estimated $7.05M.
HFR Wealth Management first reported a position in Pool Corp in Q2 2021 and held it in 13 quarters.
HFR Wealth Management's Pool Corp position peaked at $12.9M in Q4 2021.
718 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on HFR Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.