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Stonebridge Capital Advisors’s Pool Corp POOL Stock Holding History

Stonebridge Capital Advisors’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
Q4 		– Sell
-2
Closed -$712 – 679
2023
Q3 		$712 Hold
2
– – ﹤0.01% 871
2023
Q2 		$749 Hold
2
– – ﹤0.01% 874
2023
Q1 		$685 Hold
2
– – ﹤0.01% 882
2022
Q4 		$605 Hold
2
– – ﹤0.01% 895
2022
Q3 		$1K Buy
+2
New +$714 ﹤0.01% 933
2020
Q1 		– Sell
-200
Closed -$42K – 837
2019
Q4 		$42K Hold
200
– – 0.01% 346
2019
Q3 		$40K Hold
200
– – 0.01% 351
2019
Q2 		$38K Buy
+200
New +$36.1K 0.01% 363

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Stonebridge Capital Advisors's POOL Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 2 shares — an estimated $712 sold.

Stonebridge Capital Advisors first reported a position in POOL in Q2 2019 and held it in 8 quarters. The position peaked at $42K in Q4 2019. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2 Pool Corp shares in Q4 2023, an estimated $712.
  • Stonebridge Capital Advisors first reported a position in Pool Corp in Q2 2019 and held it in 8 quarters.
  • Stonebridge Capital Advisors's Pool Corp position peaked at $42K in Q4 2019.
  • 759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.