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Strategic Global Advisors’s Pool Corp POOL Stock Holding History

Strategic Global 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
2021
Q3 		– Sell
-17,266
Closed -$7.92M – 152
2021
Q2 		$7.92M Sell
17,266
-604
-3% -$254K 1.44% 13
2021
Q1 		$6.17M Buy
17,870
+364
+2% +$127K 1.11% 24
2020
Q4 		$6.52M Sell
17,506
-396
-2% -$138K 1.15% 20
2020
Q3 		$5.99M Buy
+17,902
New +$5.54M 1.13% 28

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Strategic Global Advisors's POOL Position: Q3 2021 in Review

Strategic Global Advisors sold out of Pool Corp (POOL) in Q3 2021, closing a stake of 17,266 shares — an estimated $7.92M sold.

Strategic Global Advisors first reported a position in POOL in Q3 2020 and held it in 4 quarters. The position peaked at $7.92M in Q2 2021. 694 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Strategic Global Advisors reported no remaining Pool Corp position as of Q3 2021 after selling out during the quarter.
  • Strategic Global Advisors sold 17,266 Pool Corp shares in Q3 2021, an estimated $7.92M.
  • Strategic Global Advisors first reported a position in Pool Corp in Q3 2020 and held it in 4 quarters.
  • Strategic Global Advisors's Pool Corp position peaked at $7.92M in Q2 2021.
  • 694 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Strategic Global Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.