LWM
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Lenox Wealth Management’s Pool Corp POOL Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$178K Buy
+658
New +$152K 0.05% 154

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lenox Wealth Management's POOL Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Pool Corp (POOL) in Q2 2020: 658 shares worth $178K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings.

471 funds tracked by Wall St. Rank hold POOL as of Q2 2020.

  • Lenox Wealth Management held 658 shares of Pool Corp worth $178K as of Q2 2020.
  • Pool Corp was a new Lenox Wealth Management position in Q2 2020.
  • Pool Corp made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #154 holding.
  • 471 funds tracked by Wall St. Rank held Pool Corp as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.