Simplicity Solutions’s Pool Corp POOL Stock Holding History

Simplicity Solutions’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
2023 Q4	$323K	Sell	809 -9	-1%	-$3.15K	0.01%	814
2023 Q3	$291K	Buy	818 +74	+10%	+$26.9K	0.01%	778
2023 Q2	$279K	Buy	744 +3	+0.4%	+$1.03K	0.01%	853
2023 Q1	$254K	Buy	+741	New	+$263K	0.01%	915
2022 Q4	–	Sell	-683	Closed	-$217K	–	710
2022 Q3	$217K	Buy	+683	New	+$244K	0.03%	574
2021 Q1	–	Sell	-563	Closed	-$210K	–	840
2020 Q4	$210K	Buy	+563	New	+$196K	﹤0.01%	892
2017 Q3	–	Sell	-1,943	Closed	-$228K	–	335
2017 Q2	$228K	Buy	1,943 +44	+2%	+$5.28K	0.03%	374
2017 Q1	$227K	Buy	+1,899	New	+$213K	0.03%	358

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Simplicity Solutions's POOL Position: Q4 2023 in Review

Simplicity Solutions reduced its Pool Corp (POOL) stake by 1.1% in Q4 2023, selling an estimated $3.15K and leaving 809 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #814.

Simplicity Solutions first reported a position in POOL in Q1 2017 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

Simplicity Solutions held 809 shares of Pool Corp worth $323K as of Q4 2023.
Simplicity Solutions sold 9 Pool Corp shares in Q4 2023, an estimated $3.15K.
Pool Corp made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #814 holding.
Simplicity Solutions first reported a position in Pool Corp in Q1 2017 and has held it in 8 quarters since.
757 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.