Newfound Research’s Pool Corp POOL Stock Holding History

Newfound Research’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
2022 Q2	–	Sell	-208	Closed	-$88K	–	144
2022 Q1	$88K	Buy	208 +65	+45%	+$30.4K	0.11%	108
2021 Q4	$81K	Sell	143 -25	-15%	-$13.1K	0.1%	107
2021 Q3	$73K	Buy	168 +36	+27%	+$17.1K	0.12%	97
2021 Q2	$61K	Buy	+132	New	+$55.6K	0.12%	97

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Newfound Research's POOL Position: Q2 2022 in Review

Newfound Research sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 208 shares — an estimated $88K sold.

Newfound Research first reported a position in POOL in Q2 2021 and held it in 4 quarters. The position peaked at $88K in Q1 2022. 672 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

Newfound Research reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
Newfound Research sold 208 Pool Corp shares in Q2 2022, an estimated $88K.
Newfound Research first reported a position in Pool Corp in Q2 2021 and held it in 4 quarters.
Newfound Research's Pool Corp position peaked at $88K in Q1 2022.
672 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.