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Sound Income Strategies’s Pool Corp POOL Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-2
Closed -$1K – 952
2022
Q2 		$1K Hold
2
– – ﹤0.01% 835
2022
Q1 		$1K Buy
+2
New +$934 ﹤0.01% 827
2021
Q2 		– Sell
-18
Closed -$6.21K – 998
2021
Q1 		$6.21K Hold
18
– – ﹤0.01% 583
2020
Q4 		$7K Hold
18
– – ﹤0.01% 537
2020
Q3 		$6K Buy
+18
New +$5.57K ﹤0.01% 523

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sound Income Strategies's POOL Position: Q3 2022 in Review

Sound Income Strategies sold out of Pool Corp (POOL) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in POOL in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2020. 653 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

  • Sound Income Strategies reported no remaining Pool Corp position as of Q3 2022 after selling out during the quarter.
  • Sound Income Strategies sold 2 Pool Corp shares in Q3 2022, an estimated $1K.
  • Sound Income Strategies first reported a position in Pool Corp in Q3 2020 and held it in 5 quarters.
  • Sound Income Strategies's Pool Corp position peaked at $7K in Q4 2020.
  • 653 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Sound Income Strategies's 13F filing for Q3 2022, filed 18 Oct 2022.