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Steward Financial Group’s Pool Corp POOL Stock Holding History

Steward Financial Group’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
Q3 		$7K Buy
+21
New +$7.64K ﹤0.01% 508
2023
Q2 		– Sell
-17
Closed -$5K – 862
2023
Q1 		$5K Buy
17
+13
+325% +$4.61K ﹤0.01% 324
2022
Q4 		$1K Buy
+4
New +$1.27K ﹤0.01% 458
2022
Q3 		– Sell
-1
Closed – – 998
2022
Q2 		$0 Buy
+1
New +$397 ﹤0.01% 1281

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Steward Financial Group's POOL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Pool Corp (POOL) in Q3 2023: 21 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in POOL as recently as Q1 2023.

Steward Financial Group first reported a position in POOL in Q2 2022 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Steward Financial Group held 21 shares of Pool Corp worth $7K as of Q3 2023.
  • Pool Corp was a new Steward Financial Group position in Q3 2023.
  • Pool Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #508 holding.
  • Steward Financial Group first reported a position in Pool Corp in Q2 2022 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.