MAFM
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Mid Atlantic Financial Management’s Pool Corp POOL Stock Holding History

Mid Atlantic 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
Q3 		$359K Sell
826
-154
-16% -$73K 0.02% 584
2021
Q2 		$449K Buy
980
+385
+65% +$162K 0.03% 511
2021
Q1 		$206K Buy
+595
New +$207K 0.02% 764

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Mid Atlantic Financial Management's POOL Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Pool Corp (POOL) stake by 16% in Q3 2021, selling an estimated $73K and leaving 826 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #584.

Mid Atlantic Financial Management first reported a position in POOL in Q1 2021 and has held it in 3 quarters since. The position peaked at $449K in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Mid Atlantic Financial Management held 826 shares of Pool Corp worth $359K as of Q3 2021.
  • Mid Atlantic Financial Management sold 154 Pool Corp shares in Q3 2021, an estimated $73K.
  • Pool Corp made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #584 holding.
  • Mid Atlantic Financial Management first reported a position in Pool Corp in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Pool Corp position peaked at $449K in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.