LSAG
POOL icon

Lake Street Advisors Group’s Pool Corp POOL Stock Holding History

Lake Street Advisors 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
2021
Q3 		– Sell
-498
Closed -$241K – 376
2021
Q2 		$241K Buy
+498
New +$210K 0.02% 284
2021
Q1 		– Sell
-550
Closed -$205K – 337
2020
Q4 		$205K Buy
+550
New +$192K 0.02% 293

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lake Street Advisors Group's POOL Position: Q3 2021 in Review

Lake Street Advisors Group sold out of Pool Corp (POOL) in Q3 2021, closing a stake of 498 shares — an estimated $241K sold.

Lake Street Advisors Group first reported a position in POOL in Q4 2020 and held it in 2 quarters. The position peaked at $241K in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Lake Street Advisors Group reported no remaining Pool Corp position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 498 Pool Corp shares in Q3 2021, an estimated $241K.
  • Lake Street Advisors Group first reported a position in Pool Corp in Q4 2020 and held it in 2 quarters.
  • Lake Street Advisors Group's Pool Corp position peaked at $241K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.