Rosenblum Silverman Sutton’s Pool Corp POOL Stock Holding History

Rosenblum Silverman Sutton’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
2020 Q4	–	Sell	-12,338	Closed	-$4.13M	–	70
2020 Q3	$4.13M	Buy	12,338 +435	+4%	+$135K	1.16%	29
2020 Q2	$3.24M	Sell	11,903 -165	-1%	-$38.2K	1.04%	31
2020 Q1	$2.38M	Sell	12,068 -598	-5%	-$127K	0.95%	32
2019 Q4	$2.69M	Sell	12,666 -537	-4%	-$111K	0.98%	34
2019 Q3	$2.66M	Sell	13,203 -557	-4%	-$107K	1.03%	34
2019 Q2	$2.63M	Sell	13,760 -655	-5%	-$118K	1%	33
2019 Q1	$2.38M	Sell	14,415 -2,825	-16%	-$439K	0.94%	35
2018 Q4	$2.56M	Sell	17,240 -2,165	-11%	-$324K	1.17%	32
2018 Q3	$3.24M	Sell	19,405 -865	-4%	-$140K	1.07%	36
2018 Q2	$3.07M	Sell	20,270 -2,610	-11%	-$383K	1.06%	34
2018 Q1	$3.35M	Sell	22,880 -265	-1%	-$36.5K	1.19%	32
2017 Q4	$3M	Buy	23,145 +55	+0.2%	+$6.68K	1.08%	34
2017 Q3	$2.5M	Buy	+23,090	New	+$2.5M	0.95%	36

Other funds holding POOL

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return