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Presidio Capital Management’s Pool Corp POOL Stock Holding History

Presidio 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
2023
Q3 		– Sell
-649
Closed -$243K – 41
2023
Q2 		$243K Buy
649
+8
+1% +$2.73K 0.19% 34
2023
Q1 		$220K Buy
+641
New +$227K 0.19% 35
2022
Q1 		– Sell
-455
Closed -$258K – 42
2021
Q4 		$258K Buy
+455
New +$239K 0.22% 23

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Presidio Capital Management's POOL Position: Q3 2023 in Review

Presidio Capital Management sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 649 shares — an estimated $243K sold.

Presidio Capital Management first reported a position in POOL in Q4 2021 and held it in 3 quarters. The position peaked at $258K in Q4 2021. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Presidio Capital Management reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
  • Presidio Capital Management sold 649 Pool Corp shares in Q3 2023, an estimated $243K.
  • Presidio Capital Management first reported a position in Pool Corp in Q4 2021 and held it in 3 quarters.
  • Presidio Capital Management's Pool Corp position peaked at $258K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Presidio Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.