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Squar Milner Financial Services’s Pool Corp POOL Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-754
Closed -$205K – 148
2020
Q2 		$205K Buy
754
+76
+11% +$17.6K 0.12% 202
2020
Q1 		$133K Buy
678
+105
+18% +$22.4K 0.08% 214
2019
Q4 		$121K Sell
573
-171
-23% -$35.3K 0.06% 283
2019
Q3 		$249K Buy
744
+691
+1,304% +$133K 0.13% 180
2019
Q2 		$10K Sell
53
-15
-22% -$2.71K 0.01% 525
2019
Q1 		$11K Hold
68
– – 0.01% 505
2018
Q4 		$10K Hold
68
– – 0.01% 470
2018
Q3 		$11K Hold
68
– – 0.01% 477
2018
Q2 		$10K Buy
+68
New +$9.98K 0.01% 588

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Squar Milner Financial Services's POOL Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Pool Corp (POOL) in Q3 2020, closing a stake of 754 shares — an estimated $205K sold.

Squar Milner Financial Services first reported a position in POOL in Q2 2018 and held it in 9 quarters. The position peaked at $249K in Q3 2019. 522 funds tracked by Wall St. Rank hold POOL as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Pool Corp position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 754 Pool Corp shares in Q3 2020, an estimated $205K.
  • Squar Milner Financial Services first reported a position in Pool Corp in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Pool Corp position peaked at $249K in Q3 2019.
  • 522 funds tracked by Wall St. Rank held Pool Corp as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.