Schechter Investment Advisors’s Pool Corp POOL Stock Holding History

Schechter Investment Advisors’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	–	Sell	-867	Closed	-$266K	–	694
2024 Q2	$266K	Buy	867 +7	+0.8%	+$2.54K	0.02%	496
2024 Q1	$347K	Sell	860 -17	-2%	-$6.64K	0.03%	463
2023 Q4	$350K	Sell	877 -6	-0.7%	-$2.1K	0.03%	426
2023 Q3	$314K	Sell	883 -2	-0.2%	-$728	0.03%	435
2023 Q2	$332K	Sell	885 -4	-0.4%	-$1.37K	0.03%	470
2023 Q1	$304K	Buy	889 +20	+2%	+$7.1K	0.03%	518
2022 Q4	$263K	Buy	869 +123	+16%	+$39K	0.02%	667
2022 Q3	$238K	Sell	746 -22	-3%	-$7.85K	0.02%	782
2022 Q2	$269K	Buy	+768	New	+$305K	0.03%	748

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schechter Investment Advisors's POOL Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Pool Corp (POOL) in Q3 2024, closing a stake of 867 shares — an estimated $266K sold.

Schechter Investment Advisors first reported a position in POOL in Q2 2022 and held it in 9 quarters. The position peaked at $350K in Q4 2023. 719 funds tracked by Wall St. Rank hold POOL as of Q3 2024.

Schechter Investment Advisors reported no remaining Pool Corp position as of Q3 2024 after selling out during the quarter.
Schechter Investment Advisors sold 867 Pool Corp shares in Q3 2024, an estimated $266K.
Schechter Investment Advisors first reported a position in Pool Corp in Q2 2022 and held it in 9 quarters.
Schechter Investment Advisors's Pool Corp position peaked at $350K in Q4 2023.
719 funds tracked by Wall St. Rank held Pool Corp as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.