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Pendal Group’s Pool Corp POOL Stock Holding History

Pendal 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
2022
Q4 		$2.74M Buy
9,063
+1,719
+23% +$544K 0.02% 192
2022
Q3 		$2.34M Buy
7,344
+1,344
+22% +$479K 0.02% 194
2022
Q2 		$2.11M Buy
6,000
+1,049
+21% +$416K 0.02% 203
2022
Q1 		$2.09M Buy
4,951
+2,161
+77% +$1.01M 0.02% 245
2021
Q4 		$1.58M Buy
2,790
+2,036
+270% +$1.07M 0.01% 286
2021
Q3 		$328K Buy
+754
New +$357K ﹤0.01% 470
2020
Q4 		– Sell
-738
Closed -$247K – 542
2020
Q3 		$247K Buy
+738
New +$228K ﹤0.01% 387

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group's POOL Position: Q4 2022 in Review

Pendal Group increased its Pool Corp (POOL) stake by 23% in Q4 2022, buying an estimated $544K and bringing the position to 9,063 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #192.

Pendal Group first reported a position in POOL in Q3 2020 and has held it in 7 quarters since. 662 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • Pendal Group held 9,063 shares of Pool Corp worth $2.74M as of Q4 2022.
  • Pendal Group bought 1,719 Pool Corp shares in Q4 2022, an estimated $544K.
  • Pool Corp made up 0.02% of Pendal Group's portfolio in Q4 2022, its #192 holding.
  • Pendal Group first reported a position in Pool Corp in Q3 2020 and has held it in 7 quarters since.
  • 662 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.