InceptionR’s Pool Corp POOL Stock Holding History

InceptionR’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 Q2	–	Sell	-2,310	Closed	-$932K	–	801
2024 Q1	$932K	Buy	+2,310	New	+$903K	0.24%	155
2023 Q2	–	Sell	-2,945	Closed	-$1.01M	–	582
2023 Q1	$1.01M	Buy	+2,945	New	+$1.05M	0.32%	106

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

InceptionR's POOL Position: Q2 2024 in Review

InceptionR sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 2,310 shares — an estimated $932K sold.

InceptionR first reported a position in POOL in Q1 2023 and held it in 2 quarters. The position peaked at $1.01M in Q1 2023. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

InceptionR reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
InceptionR sold 2,310 Pool Corp shares in Q2 2024, an estimated $932K.
InceptionR first reported a position in Pool Corp in Q1 2023 and held it in 2 quarters.
InceptionR's Pool Corp position peaked at $1.01M in Q1 2023.
743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on InceptionR's 13F filing for Q2 2024, filed 13 Aug 2024.