Linscomb Wealth’s Pool Corp POOL Stock Holding History

Linscomb Wealth’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	–	Sell	-2,947	Closed	-$580K	–	358
2020 Q1	$580K	Sell	2,947 -1,705	-37%	-$363K	0.05%	223
2019 Q4	$988K	Buy	+4,652	New	+$960K	0.06%	223

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Linscomb Wealth's POOL Position: Q2 2020 in Review

Linscomb Wealth sold out of Pool Corp (POOL) in Q2 2020, closing a stake of 2,947 shares — an estimated $580K sold.

Linscomb Wealth first reported a position in POOL in Q4 2019 and held it in 2 quarters. The position peaked at $988K in Q4 2019. 471 funds tracked by Wall St. Rank hold POOL as of Q2 2020.

Linscomb Wealth reported no remaining Pool Corp position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 2,947 Pool Corp shares in Q2 2020, an estimated $580K.
Linscomb Wealth first reported a position in Pool Corp in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Pool Corp position peaked at $988K in Q4 2019.
471 funds tracked by Wall St. Rank held Pool Corp as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.