Jefferies Group’s Pool Corp POOL Stock Holding History

Jefferies Group’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 Q3	$3.98M	Buy	+12,500	New	+$4.46M	0.03%	400
2022 Q1	–	Sell	-1,321	Closed	-$748K	–	1867
2021 Q4	$748K	Buy	+1,321	New	+$692K	﹤0.01%	1079
2021 Q3	–	Sell	-480	Closed	-$220K	–	1948
2021 Q2	$220K	Sell	480 -319	-40%	-$134K	﹤0.01%	1390
2021 Q1	$276K	Sell	799 -285	-26%	-$99.3K	﹤0.01%	1263
2020 Q4	$404K	Sell	1,084 -11,524	-91%	-$4.02M	﹤0.01%	1206
2020 Q3	$4.22M	Buy	+12,608	New	+$3.9M	0.05%	330
2020 Q2	–	Sell	-8,533	Closed	-$1.68M	–	1893
2020 Q1	$1.68M	Buy	+8,533	New	+$1.82M	0.02%	766
2019 Q3	–	Sell	-3,599	Closed	-$687K	–	2956
2019 Q2	$687K	Buy	+3,599	New	+$650K	0.01%	1501
2018 Q4	–	Sell	-1,515	Closed	-$253K	–	2469
2018 Q3	$253K	Sell	1,515 -546	-26%	-$88.4K	﹤0.01%	1961
2018 Q2	$312K	Sell	2,061 -140	-6%	-$20.5K	﹤0.01%	1839
2018 Q1	$322K	Sell	2,201 -4,129	-65%	-$568K	﹤0.01%	1763
2017 Q4	$821K	Sell	6,330 -11,604	-65%	-$1.41M	﹤0.01%	1486
2017 Q3	$1.94M	Buy	17,934 +14,621	+441%	+$1.58M	0.01%	960
2017 Q2	$390K	Buy	+3,313	New	+$398K	﹤0.01%	1724
2017 Q1	–	Sell	-14,259	Closed	-$1.49M	–	2584
2016 Q4	$1.49M	Buy	+14,259	New	+$1.41M	0.01%	1065
2016 Q3	–	Sell	-7,610	Closed	-$716K	–	2408
2016 Q2	$716K	Buy	+7,610	New	+$684K	﹤0.01%	1274

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jefferies Group's POOL Position: Q3 2022 in Review

Jefferies Group opened a new position in Pool Corp (POOL) in Q3 2022: 12,500 shares worth $3.98M. The stake represents 0.03% of the portfolio and ranks #400 among its holdings. This is a return to the name: Jefferies Group previously reported a position in POOL as recently as Q4 2021.

Jefferies Group first reported a position in POOL in Q2 2016 and has held it in 16 quarters since. The position peaked at $4.22M in Q3 2020. 652 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

Jefferies Group held 12,500 shares of Pool Corp worth $3.98M as of Q3 2022.
Pool Corp was a new Jefferies Group position in Q3 2022.
Pool Corp made up 0.03% of Jefferies Group's portfolio in Q3 2022, its #400 holding.
Jefferies Group first reported a position in Pool Corp in Q2 2016 and has held it in 16 quarters since.
Jefferies Group's Pool Corp position peaked at $4.22M in Q3 2020.
652 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.