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Homrich & Berg’s Pool Corp POOL Stock Holding History

Homrich & Berg’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
2021
Q3 		$408K Hold
940
– – 0.01% 319
2021
Q2 		$431K Hold
940
– – 0.01% 313
2021
Q1 		$325K Hold
940
– – 0.01% 322
2020
Q4 		$350K Sell
940
-18
-2% -$6.28K 0.01% 301
2020
Q3 		$320K Sell
958
-80
-8% -$24.7K 0.01% 260
2020
Q2 		$282K Hold
1,038
– – 0.01% 256
2020
Q1 		$204K Buy
1,038
+18
+2% +$3.83K 0.01% 283
2019
Q4 		$217K Sell
1,020
-4
-0.4% -$826 0.01% 338
2019
Q3 		$207K Buy
+1,024
New +$197K 0.01% 327

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Homrich & Berg's POOL Position: Q3 2021 in Review

Homrich & Berg held its Pool Corp (POOL) position steady in Q3 2021 at 940 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #319.

Homrich & Berg first reported a position in POOL in Q3 2019 and has held it in 9 quarters since. The position peaked at $431K in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Homrich & Berg held 940 shares of Pool Corp worth $408K as of Q3 2021.
  • Homrich & Berg left its Pool Corp share count unchanged in Q3 2021.
  • Pool Corp made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #319 holding.
  • Homrich & Berg first reported a position in Pool Corp in Q3 2019 and has held it in 9 quarters since.
  • Homrich & Berg's Pool Corp position peaked at $431K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.