Institutional & Family Asset Management’s Pool Corp POOL Stock Holding History

Institutional & Family Asset Management’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	-6	Closed	-$3K	–	779
2022 Q1	$3K	Sell	6 -5	-45%	-$2.33K	﹤0.01%	620
2021 Q4	$6K	Hold	11	–	–	﹤0.01%	534
2021 Q3	$5K	Buy	11 +5	+83%	+$2.37K	﹤0.01%	671
2021 Q2	$3K	Hold	6	–	–	﹤0.01%	790
2021 Q1	$2K	Sell	6 -3	-33%	-$1.04K	﹤0.01%	812
2020 Q4	$3K	Hold	9	–	–	﹤0.01%	717
2020 Q3	$3K	Hold	9	–	–	﹤0.01%	652
2020 Q2	$2K	Sell	9 -3	-25%	-$694	﹤0.01%	706
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	668
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	679
2019 Q3	$2K	Sell	12 -13	-52%	-$2.51K	﹤0.01%	718
2019 Q2	$5K	Hold	25	–	–	﹤0.01%	605
2019 Q1	$4K	Hold	25	–	–	﹤0.01%	631
2018 Q4	$4K	Hold	25	–	–	﹤0.01%	616
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	647
2018 Q2	$4K	Hold	25	–	–	﹤0.01%	640
2018 Q1	$4K	Buy	+25	New	+$3.44K	﹤0.01%	627

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Institutional & Family Asset Management's POOL Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 6 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in POOL in Q1 2018 and held it in 17 quarters. The position peaked at $6K in Q4 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Institutional & Family Asset Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 6 Pool Corp shares in Q2 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Pool Corp in Q1 2018 and held it in 17 quarters.
Institutional & Family Asset Management's Pool Corp position peaked at $6K in Q4 2021.
671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.