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Perpetual Ltd’s Pool Corp POOL Stock Holding History

Perpetual Ltd’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
-12,147
Closed -$4.58M – 446
2024
Q3 		$4.58M Sell
12,147
-29
-0.2% -$10K 0.05% 151
2024
Q2 		$3.74M Buy
12,176
+433
+4% +$157K 0.04% 169
2024
Q1 		$4.74M Buy
11,743
+1,037
+10% +$405K 0.05% 166
2023
Q4 		$4.27M Buy
10,706
+345
+3% +$121K 0.04% 163
2023
Q3 		$3.69M Buy
10,361
+634
+7% +$231K 0.04% 175
2023
Q2 		$3.64M Buy
9,727
+211
+2% +$72.1K 0.03% 199
2023
Q1 		$3.26M Buy
+9,516
New +$3.38M 0.03% 212

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 $3.37T AUM 44.26% 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

Perpetual Ltd's POOL Position: Q4 2024 in Review

Perpetual Ltd sold out of Pool Corp (POOL) in Q4 2024, closing a stake of 12,147 shares — an estimated $4.58M sold.

Perpetual Ltd first reported a position in POOL in Q1 2023 and held it in 7 quarters. The position peaked at $4.74M in Q1 2024. 742 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

  • Perpetual Ltd reported no remaining Pool Corp position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 12,147 Pool Corp shares in Q4 2024, an estimated $4.58M.
  • Perpetual Ltd first reported a position in Pool Corp in Q1 2023 and held it in 7 quarters.
  • Perpetual Ltd's Pool Corp position peaked at $4.74M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.