Lee, Danner & Bass’s Pool Corp POOL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-70	Closed	-$23.9K	–	581
2024 Q4	$23.9K	Buy	+70	New	+$25.5K	﹤0.01%	439

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Lee, Danner & Bass's POOL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 70 shares — an estimated $23.9K sold.

Lee, Danner & Bass first reported a position in POOL in Q4 2024 and held it in 1 quarter. The position peaked at $23.9K in Q4 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

Lee, Danner & Bass reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 70 Pool Corp shares in Q1 2025, an estimated $23.9K.
Lee, Danner & Bass first reported a position in Pool Corp in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Pool Corp position peaked at $23.9K in Q4 2024.
735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.