JCM
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Jacobi Capital Management’s Pool Corp POOL Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-7
Closed -$3K – 1080
2021
Q3 		$3K Sell
7
-41
-85% -$19.4K ﹤0.01% 1283
2021
Q2 		$22K Buy
48
+9
+23% +$3.79K ﹤0.01% 818
2021
Q1 		$13K Buy
39
+9
+30% +$3.13K ﹤0.01% 905
2020
Q4 		$11K Buy
30
+9
+43% +$3.14K ﹤0.01% 852
2020
Q3 		$7K Buy
21
+7
+50% +$2.17K ﹤0.01% 881
2020
Q2 		$4K Hold
14
– – ﹤0.01% 962
2020
Q1 		$3K Buy
+14
New +$2.98K ﹤0.01% 916

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Jacobi Capital Management's POOL Position: Q4 2021 in Review

Jacobi Capital Management sold out of Pool Corp (POOL) in Q4 2021, closing a stake of 7 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in POOL in Q1 2020 and held it in 7 quarters. The position peaked at $22K in Q2 2021. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • Jacobi Capital Management reported no remaining Pool Corp position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 7 Pool Corp shares in Q4 2021, an estimated $3K.
  • Jacobi Capital Management first reported a position in Pool Corp in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's Pool Corp position peaked at $22K in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.