PP
POOL icon

Paloma Partners’s Pool Corp POOL Stock Holding History

Paloma Partners’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
2024
Q1 		– Sell
-5,000
Closed -$1.99M – 1013
2023
Q4 		$1.99M Buy
5,000
+2,500
+100% +$876K 0.07% 272
2023
Q3 		$890K Buy
+2,500
New +$910K 0.03% 389
2017
Q4 		– Sell
-29,000
Closed -$3.14M – 2214
2017
Q3 		$3.14M Buy
+29,000
New +$3.14M 0.04% 467

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Paloma Partners's POOL Position: Q4 2023 in Review

Paloma Partners sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 24 shares — an estimated $8.41K sold.

Paloma Partners first reported a position in POOL in Q2 2013 and held it in 27 quarters. The position peaked at $9.71M in Q2 2016. 757 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • Paloma Partners reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
  • Paloma Partners sold 24 Pool Corp shares in Q4 2023, an estimated $8.41K.
  • Paloma Partners first reported a position in Pool Corp in Q2 2013 and held it in 27 quarters.
  • Paloma Partners's Pool Corp position peaked at $9.71M in Q2 2016.
  • 757 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Paloma Partners's 13F filing for Q4 2023, filed 14 Feb 2024.