Jensen Investment Management’s Pool Corp POOL Stock Holding History

Jensen Investment 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
2024 Q4	–	Sell	-4,750	Closed	-$1.79M	–	87
2024 Q3	$1.79M	Sell	4,750 -3,490	-42%	-$1.21M	0.02%	81
2024 Q2	$2.53M	Hold	8,240	–	–	0.02%	79
2024 Q1	$3.32M	Hold	8,240	–	–	0.03%	75
2023 Q4	$3.29M	Hold	8,240	–	–	0.02%	73
2023 Q3	$2.93M	Sell	8,240 -280	-3%	-$102K	0.02%	71
2023 Q2	$3.19M	Sell	8,520 -270	-3%	-$92.3K	0.02%	70
2023 Q1	$2.95M	Hold	8,790	–	–	0.02%	70
2022 Q4	$2.66M	Buy	8,790 +1,470	+20%	+$466K	0.02%	71
2022 Q3	$2.33M	Buy	7,320 +500	+7%	+$178K	0.02%	73
2022 Q2	$2.4M	Buy	6,820 +1,320	+24%	+$523K	0.02%	72
2022 Q1	$2.33M	Buy	5,500 +1,830	+50%	+$855K	0.02%	74
2021 Q4	$2.08M	Hold	3,670	–	–	0.01%	70
2021 Q3	$1.59M	Buy	+3,670	New	+$1.74M	0.01%	70

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Jensen Investment Management's POOL Position: Q4 2024 in Review

Jensen Investment Management sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 4,750 shares — an estimated $1.79M sold.

Jensen Investment Management first reported a position in POOL in Q3 2021 and held it in 13 quarters. The position peaked at $3.32M in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Jensen Investment Management reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
Jensen Investment Management sold 4,750 Pool Corp shares in Q4 2024, an estimated $1.79M.
Jensen Investment Management first reported a position in Pool Corp in Q3 2021 and held it in 13 quarters.
Jensen Investment Management's Pool Corp position peaked at $3.32M in Q1 2024.
742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Jensen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.