Kovitz Investment Group Partners
POOL icon

Kovitz Investment Group Partners’s Pool Corp POOL Stock Holding History

Kovitz Investment Group 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
Q3 		– Sell
-12,626
Closed -$3.88M – 1089
2024
Q2 		$3.88M Buy
12,626
+396
+3% +$143K 0.03% 324
2024
Q1 		$4.93M Buy
+12,230
New +$4.78M 0.06% 206

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Morgan Stanley
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Geode Capital Management
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Wellington Management Group
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William Blair & Company
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's POOL Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 12,626 shares — an estimated $3.88M sold.

Kovitz Investment Group Partners first reported a position in POOL in Q1 2024 and held it in 2 quarters. The position peaked at $4.93M in Q1 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,626 Pool Corp shares in Q3 2024, an estimated $3.88M.
  • Kovitz Investment Group Partners first reported a position in Pool Corp in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Pool Corp position peaked at $4.93M in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.