MFG
POOL icon

Mendota Financial Group’s Pool Corp POOL Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-319
Closed -$109K – 301
2024
Q4 		$109K Sell
319
-96
-23% -$35K 0.07% 92
2024
Q3 		$156K Sell
415
-10
-2% -$3.46K 0.07% 82
2024
Q2 		$131K Hold
425
– – 0.07% 97
2024
Q1 		$171K Sell
425
-20
-4% -$7.82K 0.1% 66
2023
Q4 		$177K Hold
445
– – 0.14% 69
2023
Q3 		$158K Hold
445
– – 0.17% 43
2023
Q2 		$167K Buy
+445
New +$152K 0.19% 47
2023
Q1 		– Sell
-445
Closed -$135K – 341
2022
Q4 		$135K Buy
+445
New +$141K 0.17% 66

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mendota Financial Group's POOL Position: Q1 2025 in Review

Mendota Financial Group sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 319 shares — an estimated $109K sold.

Mendota Financial Group first reported a position in POOL in Q4 2022 and held it in 8 quarters. The position peaked at $177K in Q4 2023. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Mendota Financial Group reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 319 Pool Corp shares in Q1 2025, an estimated $109K.
  • Mendota Financial Group first reported a position in Pool Corp in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Pool Corp position peaked at $177K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.