Kula Investments’s Pool Corp POOL Stock Holding History

Kula Investments’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
2023 Q1	$1.18M	Buy	3,458 +1,766	+104%	+$627K	0.29%	85
2022 Q4	$512K	Buy	+1,692	New	+$536K	0.15%	206

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kula Investments's POOL Position: Q1 2023 in Review

Kula Investments increased its Pool Corp (POOL) stake by 104% in Q1 2023, buying an estimated $627K and bringing the position to 3,458 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #85.

Kula Investments first reported a position in POOL in Q4 2022 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

Kula Investments held 3,458 shares of Pool Corp worth $1.18M as of Q1 2023.
Kula Investments bought 1,766 Pool Corp shares in Q1 2023, an estimated $627K.
Pool Corp made up 0.29% of Kula Investments's portfolio in Q1 2023, its #85 holding.
Kula Investments first reported a position in Pool Corp in Q4 2022 and has held it in 2 quarters since.
689 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.