Shelton Capital Management’s Pool Corp POOL Stock Holding History

Shelton Capital Management’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	-2,332	Closed	-$780K	–	801
2020 Q3	$780K	Hold	2,332	–	–	0.03%	374
2020 Q2	$634K	Sell	2,332 -151	-6%	-$35K	0.03%	293
2020 Q1	$489K	Sell	2,483 -100	-4%	-$21.3K	0.04%	297
2019 Q4	$549K	Sell	2,583 -89	-3%	-$18.4K	0.03%	324
2019 Q3	$539K	Hold	2,672	–	–	0.03%	327
2019 Q2	$510K	Buy	2,672 +2,181	+444%	+$394K	0.03%	338
2019 Q1	$2.98K	Sell	491 -2,487	-84%	-$386K	0.01%	727
2018 Q4	$443K	Hold	2,978	–	–	0.03%	337
2018 Q3	$497K	Hold	2,978	–	–	0.03%	362
2018 Q2	$451K	Hold	2,978	–	–	0.03%	384
2018 Q1	$435K	Hold	2,978	–	–	0.03%	393
2017 Q4	$386K	Hold	2,978	–	–	0.02%	463
2017 Q3	$322K	Hold	2,978	–	–	0.02%	530
2017 Q2	$350K	Hold	2,978	–	–	0.02%	494
2017 Q1	$355K	Hold	2,978	–	–	0.02%	495
2016 Q4	$311K	Hold	2,978	–	–	0.02%	596
2016 Q3	$281K	Buy	+2,978	New	+$292K	0.02%	601
2016 Q1	–	Sell	-3,313	Closed	-$268K	–	774
2015 Q4	$268K	Hold	3,313	–	–	0.03%	594
2015 Q3	$240K	Hold	3,313	–	–	0.03%	626
2015 Q2	$233K	Sell	3,313 -212	-6%	-$14.5K	0.02%	688
2015 Q1	$246K	Hold	3,525	–	–	0.03%	688
2014 Q4	$224K	Buy	+3,525	New	+$208K	0.03%	711
2014 Q2	–	Sell	-3,525	Closed	-$216K	–	808
2014 Q1	$216K	Hold	3,525	–	–	0.03%	684
2013 Q4	$205K	Buy	+3,525	New	+$195K	0.03%	698

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

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

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

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

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

EAM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Shelton Capital Management's POOL Position: Q4 2020 in Review

Shelton Capital Management sold out of Pool Corp (POOL) in Q4 2020, closing a stake of 2,332 shares — an estimated $780K sold.

Shelton Capital Management first reported a position in POOL in Q4 2013 and held it in 24 quarters. The position peaked at $780K in Q3 2020. 599 funds tracked by Wall St. Rank hold POOL as of Q4 2020.

Shelton Capital Management reported no remaining Pool Corp position as of Q4 2020 after selling out during the quarter.
Shelton Capital Management sold 2,332 Pool Corp shares in Q4 2020, an estimated $780K.
Shelton Capital Management first reported a position in Pool Corp in Q4 2013 and held it in 24 quarters.
Shelton Capital Management's Pool Corp position peaked at $780K in Q3 2020.
599 funds tracked by Wall St. Rank held Pool Corp as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.