IC
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IEQ Capital’s Pool Corp POOL Stock Holding History

IEQ Capital’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
Q4 		– Sell
-582
Closed -$219K – 1417
2024
Q3 		$219K Sell
582
-459
-44% -$159K ﹤0.01% 1032
2024
Q2 		$320K Sell
1,041
-181
-15% -$65.5K ﹤0.01% 787
2024
Q1 		$493K Buy
1,222
+368
+43% +$144K 0.01% 622
2023
Q4 		$340K Sell
854
-25
-3% -$8.76K 0.01% 697
2023
Q3 		$313K Buy
879
+316
+56% +$115K 0.01% 707
2023
Q2 		$211K Buy
+563
New +$192K ﹤0.01% 796
2022
Q3 		– Sell
-969
Closed -$340K – 865
2022
Q2 		$340K Sell
969
-72
-7% -$28.5K 0.01% 572
2022
Q1 		$440K Buy
1,041
+434
+71% +$203K 0.01% 539
2021
Q4 		$343K Buy
607
+80
+15% +$41.9K 0.01% 551
2021
Q3 		$229K Buy
+527
New +$250K 0.01% 638

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

IEQ Capital's POOL Position: Q4 2024 in Review

IEQ Capital sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 582 shares — an estimated $219K sold.

IEQ Capital first reported a position in POOL in Q3 2021 and held it in 10 quarters. The position peaked at $493K in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • IEQ Capital reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 582 Pool Corp shares in Q4 2024, an estimated $219K.
  • IEQ Capital first reported a position in Pool Corp in Q3 2021 and held it in 10 quarters.
  • IEQ Capital's Pool Corp position peaked at $493K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.