JHP
POOL icon

James Hambro & Partners’s Pool Corp POOL Stock Holding History

James Hambro & Partners’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
-2,100
Closed -$791K – 60
2024
Q3 		$791K Sell
2,100
-6,454
-75% -$2.23M 0.03% 35
2024
Q2 		$2.63M Sell
8,554
-198,753
-96% -$72M 0.12% 27
2024
Q1 		$83.6M Buy
207,307
+17,828
+9% +$6.97M 3.91% 14
2023
Q4 		$75.6M Buy
189,479
+33,402
+21% +$11.7M 4.02% 15
2023
Q3 		$55.6M Buy
156,077
+25,549
+20% +$9.3M 3.6% 16
2023
Q2 		$48.9M Buy
130,528
+14,542
+13% +$4.97M 3.22% 18
2023
Q1 		$39.7M Buy
115,986
+6,521
+6% +$2.31M 2.9% 18
2022
Q4 		$33.1M Buy
109,465
+12,621
+13% +$4M 2.53% 19
2022
Q3 		$30.8M Buy
96,844
+8,418
+10% +$3M 2.69% 18
2022
Q2 		$31.1M Buy
88,426
+23,227
+36% +$9.21M 2.59% 17
2022
Q1 		$27.6M Buy
65,199
+17,574
+37% +$8.21M 1.96% 20
2021
Q4 		$27M Buy
47,625
+43,205
+977% +$22.6M 1.83% 19
2021
Q3 		$1.92M Buy
4,420
+2,514
+132% +$1.19M 0.14% 29
2021
Q2 		$875K Buy
1,906
+1,162
+156% +$489K 0.07% 38
2021
Q1 		$254K Buy
+744
New +$259K 0.02% 83

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Hambro & Partners's POOL Position: Q4 2024 in Review

James Hambro & Partners sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 2,100 shares — an estimated $791K sold.

James Hambro & Partners first reported a position in POOL in Q1 2021 and held it in 15 quarters. The position peaked at $83.6M in Q1 2024. 740 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • James Hambro & Partners reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • James Hambro & Partners sold 2,100 Pool Corp shares in Q4 2024, an estimated $791K.
  • James Hambro & Partners first reported a position in Pool Corp in Q1 2021 and held it in 15 quarters.
  • James Hambro & Partners's Pool Corp position peaked at $83.6M in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on James Hambro & Partners's 13F filing for Q4 2024, filed 22 Jan 2025.