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Opus Capital Group’s Pool Corp POOL Stock Holding History

Opus Capital 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
2020
Q1 		– Sell
-1,193
Closed -$253K – 133
2019
Q4 		$253K Hold
1,193
– – 0.07% 108
2019
Q3 		$241K Sell
1,193
-11
-0.9% -$2.12K 0.07% 103
2019
Q2 		$230K Sell
1,204
-5,961
-83% -$1.08M 0.07% 128
2019
Q1 		$1.18M Sell
7,165
-8,834
-55% -$1.37M 0.32% 39
2018
Q4 		$2.38M Buy
15,999
+375
+2% +$56.1K 0.5% 22
2018
Q3 		$2.61M Buy
+15,624
New +$2.53M 0.59% 29

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Opus Capital Group's POOL Position: Q1 2020 in Review

Opus Capital Group sold out of Pool Corp (POOL) in Q1 2020, closing a stake of 1,193 shares — an estimated $253K sold.

Opus Capital Group first reported a position in POOL in Q3 2018 and held it in 6 quarters. The position peaked at $2.61M in Q3 2018. 426 funds tracked by Wall St. Rank hold POOL as of Q1 2020.

  • Opus Capital Group reported no remaining Pool Corp position as of Q1 2020 after selling out during the quarter.
  • Opus Capital Group sold 1,193 Pool Corp shares in Q1 2020, an estimated $253K.
  • Opus Capital Group first reported a position in Pool Corp in Q3 2018 and held it in 6 quarters.
  • Opus Capital Group's Pool Corp position peaked at $2.61M in Q3 2018.
  • 426 funds tracked by Wall St. Rank held Pool Corp as of Q1 2020.

Based on Opus Capital Group's 13F filing for Q1 2020, filed 30 Apr 2020.