Standard Family Office’s Pool Corp POOL Stock Holding History

Standard Family Office’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 Q4	–	Sell	-263	Closed	-$84K	–	341
2022 Q3	$84K	Hold	263	–	–	0.04%	81
2022 Q2	$92K	Sell	263 -32	-11%	-$12.7K	0.91%	32
2022 Q1	$125K	Buy	+295	New	+$138K	0.03%	27
2021 Q3	–	Sell	-408	Closed	-$187K	–	407
2021 Q2	$187K	Hold	408	–	–	0.04%	158
2021 Q1	$141K	Sell	408 -248	-38%	-$86.4K	0.03%	157
2020 Q4	$244K	Buy	+656	New	+$229K	0.06%	108

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Standard Family Office's POOL Position: Q4 2022 in Review

Standard Family Office sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 263 shares — an estimated $84K sold.

Standard Family Office first reported a position in POOL in Q4 2020 and held it in 6 quarters. The position peaked at $244K in Q4 2020. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Standard Family Office reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 263 Pool Corp shares in Q4 2022, an estimated $84K.
Standard Family Office first reported a position in Pool Corp in Q4 2020 and held it in 6 quarters.
Standard Family Office's Pool Corp position peaked at $244K in Q4 2020.
661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.