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Milestone Investment Advisors’s Pool Corp POOL Stock Holding History

Milestone Investment Advisors’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
-19
Closed -$6.77K – 359
2023
Q3 		$6.77K Buy
+19
New +$6.92K ﹤0.01% 314
2023
Q2 		– Sell
-19
Closed -$6.51K – 356
2023
Q1 		$6.51K Buy
+19
New +$6.74K ﹤0.01% 317

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Milestone Investment Advisors's POOL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 19 shares — an estimated $6.77K sold.

Milestone Investment Advisors first reported a position in POOL in Q1 2023 and held it in 2 quarters. The position peaked at $6.77K in Q3 2023. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 19 Pool Corp shares in Q4 2023, an estimated $6.77K.
  • Milestone Investment Advisors first reported a position in Pool Corp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Pool Corp position peaked at $6.77K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.