SQA
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Simon Quick Advisors’s Pool Corp POOL Stock Holding History

Simon Quick 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
-743
Closed -$228K – 450
2024
Q2 		$228K Buy
743
+131
+21% +$47.4K 0.02% 342
2024
Q1 		$247K Buy
612
+69
+13% +$27K 0.02% 350
2023
Q4 		$217K Buy
+543
New +$190K 0.02% 301
2023
Q2 		– Sell
-693
Closed -$237K – 295
2023
Q1 		$237K Buy
+693
New +$246K 0.03% 244
2022
Q2 		– Sell
-67
Closed -$28K – 340
2022
Q1 		$28K Buy
67
+2
+3% +$934 0.01% 260
2021
Q4 		$37K Sell
65
-43
-40% -$22.5K 0.01% 246
2021
Q3 		$47K Buy
108
+43
+66% +$20.4K 0.01% 258
2021
Q2 		$29K Hold
65
– – 0.01% 305
2021
Q1 		$22K Hold
65
– – 0.01% 346
2020
Q4 		$24K Buy
+65
New +$22.7K 0.01% 320

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return