Stewart Asset Management’s Pool Corp POOL Stock Holding History

Stewart Asset Management’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	$749K	Sell	2,478 -241	-9%	-$76.3K	0.57%	27
2022 Q3	$865K	Buy	+2,719	New	+$970K	0.63%	26
2022 Q2	–	Sell	-2,432	Closed	-$1.03M	–	27
2022 Q1	$1.03M	Buy	+2,432	New	+$1.14M	0.55%	26
2021 Q4	–	Sell	-1,600	Closed	-$695K	–	30
2021 Q3	$695K	Buy	+1,600	New	+$758K	0.36%	27

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stewart Asset Management's POOL Position: Q4 2022 in Review

Stewart Asset Management reduced its Pool Corp (POOL) stake by 8.9% in Q4 2022, selling an estimated $76.3K and leaving 2,478 shares worth $749K. The position accounts for 0.57% of the portfolio, ranked #27.

Stewart Asset Management first reported a position in POOL in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2022. 662 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

Stewart Asset Management held 2,478 shares of Pool Corp worth $749K as of Q4 2022.
Stewart Asset Management sold 241 Pool Corp shares in Q4 2022, an estimated $76.3K.
Pool Corp made up 0.57% of Stewart Asset Management's portfolio in Q4 2022, its #27 holding.
Stewart Asset Management first reported a position in Pool Corp in Q3 2021 and has held it in 4 quarters since.
Stewart Asset Management's Pool Corp position peaked at $1.03M in Q1 2022.
662 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Stewart Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.