Lloyd Advisory Services’s Pool Corp POOL Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-2,948	Closed	-$1.05M	–	285
2023 Q3	$1.05M	Buy	+2,948	New	+$1.07M	0.35%	61

Other funds holding POOL

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

BlackRock New York $6.73T AUM 46.02% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Lloyd Advisory Services's POOL Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 2,948 shares — an estimated $1.05M sold.

Lloyd Advisory Services first reported a position in POOL in Q3 2023 and held it in 1 quarter. The position peaked at $1.05M in Q3 2023. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

Lloyd Advisory Services reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 2,948 Pool Corp shares in Q4 2023, an estimated $1.05M.
Lloyd Advisory Services first reported a position in Pool Corp in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Pool Corp position peaked at $1.05M in Q3 2023.
759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.