MFM
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MD Financial Management’s Pool Corp POOL Stock Holding History

MD Financial 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
2021
Q4 		$2.48M Sell
4,383
-337
-7% -$177K 0.06% 160
2021
Q3 		$2.05M Sell
4,720
-8
-0.2% -$3.79K 0.05% 178
2021
Q2 		$2.17M Buy
+4,728
New +$1.99M 0.06% 167

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

MD Financial Management's POOL Position: Q4 2021 in Review

MD Financial Management reduced its Pool Corp (POOL) stake by 7.1% in Q4 2021, selling an estimated $177K and leaving 4,383 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #160.

MD Financial Management first reported a position in POOL in Q2 2021 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • MD Financial Management held 4,383 shares of Pool Corp worth $2.48M as of Q4 2021.
  • MD Financial Management sold 337 Pool Corp shares in Q4 2021, an estimated $177K.
  • Pool Corp made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #160 holding.
  • MD Financial Management first reported a position in Pool Corp in Q2 2021 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.