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Ovata Capital Management’s Pool Corp POOL Stock Holding History

Ovata Capital 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
2020
Q4 		– Sell
-1,200
Closed -$401K – 67
2020
Q3 		$401K Buy
+1,200
New +$371K 0.14% 45

Other funds holding POOL

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BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ovata Capital Management's POOL Position: Q4 2020 in Review

Ovata Capital Management sold out of Pool Corp (POOL) in Q4 2020, closing a stake of 1,200 shares — an estimated $401K sold.

Ovata Capital Management first reported a position in POOL in Q3 2020 and held it in 1 quarter. The position peaked at $401K in Q3 2020. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

  • Ovata Capital Management reported no remaining Pool Corp position as of Q4 2020 after selling out during the quarter.
  • Ovata Capital Management sold 1,200 Pool Corp shares in Q4 2020, an estimated $401K.
  • Ovata Capital Management first reported a position in Pool Corp in Q3 2020 and held it in 1 quarter.
  • Ovata Capital Management's Pool Corp position peaked at $401K in Q3 2020.
  • 599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Ovata Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.