Seeyond’s Pool Corp POOL Stock Holding History

Seeyond’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
2022 Q4	$1.06M	Sell	3,499 -1,313	-27%	-$416K	0.1%	272
2022 Q3	$1.53M	Sell	4,812 -257	-5%	-$91.7K	0.18%	160
2022 Q2	$1.78M	Buy	5,069 +687	+16%	+$272K	0.2%	157
2022 Q1	$1.85M	Buy	4,382 +88	+2%	+$41.1K	0.18%	173
2021 Q4	$2.43M	Buy	4,294 +542	+14%	+$284K	0.23%	127
2021 Q3	$1.63M	Sell	3,752 -1,932	-34%	-$916K	0.16%	217
2021 Q2	$2.61M	Buy	5,684 +26	+0.5%	+$10.9K	0.24%	107
2021 Q1	$1.95M	Buy	5,658 +5,284	+1,413%	+$1.84M	0.2%	166
2020 Q4	$139K	Buy	+374	New	+$130K	0.01%	583

Other funds holding POOL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seeyond's POOL Position: Q4 2022 in Review

Seeyond reduced its Pool Corp (POOL) stake by 27% in Q4 2022, selling an estimated $416K and leaving 3,499 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #272.

Seeyond first reported a position in POOL in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.61M in Q2 2021. 662 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Seeyond held 3,499 shares of Pool Corp worth $1.06M as of Q4 2022.
Seeyond sold 1,313 Pool Corp shares in Q4 2022, an estimated $416K.
Pool Corp made up 0.1% of Seeyond's portfolio in Q4 2022, its #272 holding.
Seeyond first reported a position in Pool Corp in Q4 2020 and has held it in 9 quarters since.
Seeyond's Pool Corp position peaked at $2.61M in Q2 2021.
662 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.