Lido Advisors
POOL icon

Lido Advisors’s Pool Corp POOL Stock Holding History

Lido Advisors’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
2024
Q2 		– Sell
-501
Closed -$202K – 1466
2024
Q1 		$202K Sell
501
-16
-3% -$6.25K ﹤0.01% 1259
2023
Q4 		$206K Buy
+517
New +$181K ﹤0.01% 1205
2020
Q4 		– Sell
-1,020
Closed -$341K – 848
2020
Q3 		$341K Buy
+1,020
New +$315K 0.01% 453

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's POOL Position: Q2 2024 in Review

Lido Advisors sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 501 shares — an estimated $202K sold.

Lido Advisors first reported a position in POOL in Q3 2020 and held it in 3 quarters. The position peaked at $341K in Q3 2020. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Lido Advisors reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Lido Advisors sold 501 Pool Corp shares in Q2 2024, an estimated $202K.
  • Lido Advisors first reported a position in Pool Corp in Q3 2020 and held it in 3 quarters.
  • Lido Advisors's Pool Corp position peaked at $341K in Q3 2020.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.