NFG
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Next Financial Group’s Pool Corp POOL Stock Holding History

Next 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
2021
Q4 		$722K Buy
1,276
+508
+66% +$266K 0.05% 409
2021
Q3 		$333K Sell
768
-110
-13% -$52.1K 0.03% 623
2021
Q2 		$402K Buy
878
+67
+8% +$28.2K 0.03% 556
2021
Q1 		$280K Buy
811
+70
+9% +$24.4K 0.02% 653
2020
Q4 		$276K Buy
741
+1
+0.1% +$349 0.03% 592
2020
Q3 		$248K Sell
740
-8
-1% -$2.47K 0.03% 551
2020
Q2 		$203K Sell
748
-346
-32% -$80.1K 0.02% 540
2020
Q1 		$216K Sell
1,094
-323
-23% -$68.8K 0.03% 509
2019
Q4 		$301K Sell
1,417
-158
-10% -$32.6K 0.03% 531
2019
Q3 		$318K Sell
1,575
-562
-26% -$108K 0.03% 476
2019
Q2 		$408K Buy
2,137
+398
+23% +$71.9K 0.04% 393
2019
Q1 		$287K Buy
1,739
+1,722
+10,129% +$267K 0.07% 269
2018
Q4 		$3K Hold
17
– – ﹤0.01% 1689
2018
Q3 		$3K Buy
+17
New +$2.75K ﹤0.01% 1267
2017
Q4 		– Sell
-17
Closed -$2K – 1096
2017
Q3 		$2K Hold
17
– – ﹤0.01% 1610
2017
Q2 		$2K Hold
17
– – ﹤0.01% 1745
2017
Q1 		$2K Hold
17
– – ﹤0.01% 1717
2016
Q4 		$2K Hold
17
– – ﹤0.01% 2184
2016
Q3 		$2K Sell
17
-53
-76% -$5.2K ﹤0.01% 2174
2016
Q2 		$6K Hold
70
– – ﹤0.01% 1368
2016
Q1 		$6K Buy
70
+53
+312% +$4.26K ﹤0.01% 1329
2015
Q4 		$1K Hold
17
– – ﹤0.01% 1705
2015
Q3 		$1K Hold
17
– – ﹤0.01% 1744
2015
Q2 		$1K Hold
17
– – ﹤0.01% 1782
2015
Q1 		$1K Hold
17
– – ﹤0.01% 1787
2014
Q4 		$1K Hold
17
– – ﹤0.01% 1826
2014
Q3 		$1K Buy
+17
New +$947 ﹤0.01% 2439

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

Next Financial Group's POOL Position: Q4 2021 in Review

Next Financial Group increased its Pool Corp (POOL) stake by 66% in Q4 2021, buying an estimated $266K and bringing the position to 1,276 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #409.

Next Financial Group first reported a position in POOL in Q3 2014 and has held it in 27 quarters since. 732 funds tracked by Wall St. Rank hold POOL as of Q4 2021.

  • Next Financial Group held 1,276 shares of Pool Corp worth $722K as of Q4 2021.
  • Next Financial Group bought 508 Pool Corp shares in Q4 2021, an estimated $266K.
  • Pool Corp made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #409 holding.
  • Next Financial Group first reported a position in Pool Corp in Q3 2014 and has held it in 27 quarters since.
  • 732 funds tracked by Wall St. Rank held Pool Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.