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Peapack-Gladstone Financial Corp’s Pool Corp POOL Stock Holding History

Peapack-Gladstone Financial Corp’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
Q4 		– Sell
-575
Closed -$217K – 715
2024
Q3 		$217K Buy
+575
New +$199K ﹤0.01% 648
2024
Q2 		– Sell
-593
Closed -$239K – 705
2024
Q1 		$239K Buy
593
+9
+2% +$3.52K ﹤0.01% 613
2023
Q4 		$233K Buy
584
+12
+2% +$4.21K ﹤0.01% 617
2023
Q3 		$204K Buy
+572
New +$208K ﹤0.01% 635

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Peapack-Gladstone Financial Corp's POOL Position: Q4 2024 in Review

Peapack-Gladstone Financial Corp sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 575 shares — an estimated $217K sold.

Peapack-Gladstone Financial Corp first reported a position in POOL in Q3 2023 and held it in 4 quarters. The position peaked at $239K in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Peapack-Gladstone Financial Corp reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 575 Pool Corp shares in Q4 2024, an estimated $217K.
  • Peapack-Gladstone Financial Corp first reported a position in Pool Corp in Q3 2023 and held it in 4 quarters.
  • Peapack-Gladstone Financial Corp's Pool Corp position peaked at $239K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2024, filed 13 Feb 2025.