IRF
POOL icon

IBM Retirement Fund’s Pool Corp POOL Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-621
Closed -$263K – 364
2022
Q1 		$263K Sell
621
-31
-5% -$14.5K 0.04% 436
2021
Q4 		$369K Sell
652
-464
-42% -$243K 0.05% 365
2021
Q3 		$485K Hold
1,116
– – 0.04% 431
2021
Q2 		$512K Sell
1,116
-218
-16% -$91.8K 0.04% 414
2021
Q1 		$461K Sell
1,334
-100
-7% -$34.8K 0.03% 475
2020
Q4 		$534K Buy
1,434
+175
+14% +$61K 0.04% 427
2020
Q3 		$421K Buy
1,259
+353
+39% +$109K 0.04% 412
2020
Q2 		$246K Buy
+906
New +$210K 0.03% 460
2017
Q1 		– Sell
-3,233
Closed -$337K – 638
2016
Q4 		$337K Sell
3,233
-586
-15% -$57.8K 0.01% 736
2016
Q3 		$361K Sell
3,819
-258
-6% -$25.3K 0.02% 763
2016
Q2 		$383K Buy
+4,077
New +$366K 0.01% 771

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IBM Retirement Fund's POOL Position: Q2 2022 in Review

IBM Retirement Fund sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 621 shares — an estimated $263K sold.

IBM Retirement Fund first reported a position in POOL in Q2 2016 and held it in 11 quarters. The position peaked at $534K in Q4 2020. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • IBM Retirement Fund reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 621 Pool Corp shares in Q2 2022, an estimated $263K.
  • IBM Retirement Fund first reported a position in Pool Corp in Q2 2016 and held it in 11 quarters.
  • IBM Retirement Fund's Pool Corp position peaked at $534K in Q4 2020.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.