Psagot Value Holdings’s Pool Corp POOL Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-50	Closed	-$15K	–	580
2022 Q4	$15K	Buy	+50	New	+$15.8K	﹤0.01%	311
2022 Q3	–	Sell	-3	Closed	-$1K	–	383
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	311
2022 Q1	$1K	Sell	3 -1,179	-100%	-$551K	﹤0.01%	336
2021 Q4	$669K	Sell	1,182 -241	-17%	-$126K	0.13%	118
2021 Q3	$618K	Sell	1,423 -300	-17%	-$142K	0.11%	159
2021 Q2	$790K	Sell	1,723 -777	-31%	-$327K	0.03%	177
2021 Q1	$863K	Buy	+2,500	New	+$871K	0.02%	192
2020 Q4	–	Sell	-4,475	Closed	-$1.5M	–	410
2020 Q3	$1.5M	Sell	4,475 -525	-11%	-$162K	0.04%	142
2020 Q2	$1.36M	Hold	5,000	–	–	0.04%	130
2020 Q1	$984K	Hold	5,000	–	–	0.04%	136
2019 Q4	$1.06M	Sell	5,000 -2,500	-33%	-$516K	0.04%	169
2019 Q3	$1.51M	Hold	7,500	–	–	0.06%	136
2019 Q2	$1.43M	Hold	7,500	–	–	0.06%	153
2019 Q1	$1.24M	Hold	7,500	–	–	0.05%	160
2018 Q4	$1.11M	Buy	7,500 +5,000	+200%	+$748K	0.05%	160
2018 Q3	$417K	Hold	2,500	–	–	0.02%	185
2018 Q2	$379K	Buy	+2,500	New	+$367K	0.02%	191

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Psagot Value Holdings's POOL Position: Q1 2023 in Review

Psagot Value Holdings sold out of Pool Corp (POOL) in Q1 2023, closing a stake of 50 shares — an estimated $15K sold.

Psagot Value Holdings first reported a position in POOL in Q2 2018 and held it in 17 quarters. The position peaked at $1.51M in Q3 2019. 690 funds tracked by Wall St. Rank hold POOL as of Q1 2023.

Psagot Value Holdings reported no remaining Pool Corp position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 50 Pool Corp shares in Q1 2023, an estimated $15K.
Psagot Value Holdings first reported a position in Pool Corp in Q2 2018 and held it in 17 quarters.
Psagot Value Holdings's Pool Corp position peaked at $1.51M in Q3 2019.
690 funds tracked by Wall St. Rank held Pool Corp as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.