Lee Financial’s Pool Corp POOL Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-4	Closed	-$2K	–	916
2021 Q4	$2K	Buy	+4	New	+$2.1K	﹤0.01%	772
2021 Q1	–	Sell	-33	Closed	-$12K	–	511
2020 Q4	$12K	Sell	33 -10	-23%	-$3.49K	﹤0.01%	358
2020 Q3	$14K	Hold	43	–	–	﹤0.01%	354
2020 Q2	$12K	Sell	43 -7	-14%	-$1.62K	﹤0.01%	341
2020 Q1	$10K	Hold	50	–	–	﹤0.01%	298
2019 Q4	$11K	Hold	50	–	–	﹤0.01%	338
2019 Q3	$10K	Hold	50	–	–	﹤0.01%	344
2019 Q2	$10K	Hold	50	–	–	﹤0.01%	354
2019 Q1	$8K	Hold	50	–	–	﹤0.01%	374
2018 Q4	$7K	Hold	50	–	–	﹤0.01%	337
2018 Q3	$8K	Sell	50 -51	-50%	-$8.26K	﹤0.01%	367
2018 Q2	$16K	Hold	101	–	–	﹤0.01%	391
2018 Q1	$14K	Buy	101 +51	+102%	+$7.02K	﹤0.01%	413
2017 Q4	$6K	Hold	50	–	–	﹤0.01%	416
2017 Q3	$5K	Buy	+50	New	+$5.41K	﹤0.01%	408

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lee Financial's POOL Position: Q1 2022 in Review

Lee Financial sold out of Pool Corp (POOL) in Q1 2022, closing a stake of 4 shares — an estimated $2K sold.

Lee Financial first reported a position in POOL in Q3 2017 and held it in 15 quarters. The position peaked at $16K in Q2 2018. 712 funds tracked by Wall St. Rank hold POOL as of Q1 2022.

Lee Financial reported no remaining Pool Corp position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 4 Pool Corp shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Pool Corp in Q3 2017 and held it in 15 quarters.
Lee Financial's Pool Corp position peaked at $16K in Q2 2018.
712 funds tracked by Wall St. Rank held Pool Corp as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.