RJT
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Raymond James Trust’s Pool Corp POOL Stock Holding History

Raymond James Trust’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
Q3 		$856K Buy
2,273
+170
+8% +$58.8K 0.02% 554
2024
Q2 		$646K Buy
2,103
+99
+5% +$35.9K 0.02% 613
2024
Q1 		$809K Buy
2,004
+93
+5% +$36.4K 0.02% 531
2023
Q4 		$762K Sell
1,911
-37
-2% -$13K 0.02% 529
2023
Q3 		$694K Sell
1,948
-114
-6% -$41.5K 0.02% 521
2023
Q2 		$773K Buy
2,062
+133
+7% +$45.5K 0.02% 493
2023
Q1 		$660K Sell
1,929
-39
-2% -$13.8K 0.02% 533
2022
Q4 		$595K Sell
1,968
-154
-7% -$48.8K 0.02% 539
2022
Q3 		$675K Buy
2,122
+219
+12% +$78.1K 0.03% 476
2022
Q2 		$668K Buy
1,903
+159
+9% +$63K 0.02% 490
2022
Q1 		$738K Buy
1,744
+215
+14% +$100K 0.02% 499
2021
Q4 		$865K Buy
1,529
+84
+6% +$44K 0.03% 466
2021
Q3 		$628K Sell
1,445
-197
-12% -$93.4K 0.02% 541
2021
Q2 		$753K Sell
1,642
-141
-8% -$59.4K 0.03% 474
2021
Q1 		$615K Buy
1,783
+194
+12% +$67.6K 0.02% 513
2020
Q4 		$592K Sell
1,589
-44
-3% -$15.3K 0.02% 482
2020
Q3 		$546K Buy
1,633
+98
+6% +$30.3K 0.02% 469
2020
Q2 		$417K Buy
+1,535
New +$355K 0.02% 524
2020
Q1 		– Sell
-1,122
Closed -$238K – 933
2019
Q4 		$238K Buy
1,122
+4
+0.4% +$826 0.01% 811
2019
Q3 		$225K Sell
1,118
-259
-19% -$49.9K 0.01% 800
2019
Q2 		$263K Buy
+1,377
New +$249K 0.01% 687

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Raymond James Trust's POOL Position: Q3 2024 in Review

Raymond James Trust increased its Pool Corp (POOL) stake by 8.1% in Q3 2024, buying an estimated $58.8K and bringing the position to 2,273 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #554.

Raymond James Trust first reported a position in POOL in Q2 2019 and has held it in 21 quarters since. The position peaked at $865K in Q4 2021. 717 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

  • Raymond James Trust held 2,273 shares of Pool Corp worth $856K as of Q3 2024.
  • Raymond James Trust bought 170 Pool Corp shares in Q3 2024, an estimated $58.8K.
  • Pool Corp made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #554 holding.
  • Raymond James Trust first reported a position in Pool Corp in Q2 2019 and has held it in 21 quarters since.
  • Raymond James Trust's Pool Corp position peaked at $865K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.