HWG Holdings’s Pool Corp POOL Stock Holding History

HWG Holdings’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	-24	Closed	-$7.38K	–	101
2024 Q2	$7.38K	Buy	+24	New	+$8.69K	﹤0.01%	91
2023 Q4	$22.3K	Hold	56	–	–	0.01%	75
2023 Q3	$19.9K	Hold	56	–	–	0.01%	83
2023 Q2	$21K	Buy	56 +12	+27%	+$4.1K	0.01%	89
2023 Q1	$15.1K	Hold	44	–	–	0.01%	79
2022 Q4	$13K	Hold	44	–	–	0.01%	80
2022 Q3	$14K	Buy	+44	New	+$15.7K	0.01%	74
2022 Q1	$1.13M	Sell	2,669 -5,628	-68%	-$2.63M	0.56%	30
2021 Q4	$4.7M	Buy	+8,297	New	+$4.35M	2.21%	14
2021 Q2	$1.47M	Buy	3,201 +3,157	+7,175%	+$1.33M	0.75%	33
2021 Q1	$15K	Sell	44 -5,007	-99%	-$1.74M	0.01%	79
2020 Q4	$1.88M	Buy	5,051 +1,044	+26%	+$364K	1.2%	28
2020 Q3	$1.34M	Sell	4,007 -571	-12%	-$177K	1.26%	21
2020 Q2	$1.25M	Buy	+4,578	New	+$1.06M	1.06%	24
2019 Q4	$620K	Sell	2,918 -71	-2%	-$14.7K	0.51%	41
2019 Q3	$603K	Buy	2,989 +377	+14%	+$72.7K	0.56%	31
2019 Q2	$499K	Buy	2,612 +1,679	+180%	+$303K	0.49%	47
2019 Q1	$154K	Buy	933 +1	+0.1%	+$155	0.15%	44
2018 Q4	$139K	Sell	932 -141	-13%	-$21.1K	0.3%	22
2018 Q3	$179K	Buy	+1,073	New	+$174K	0.12%	52

Other funds holding POOL

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company

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