Sugarloaf Wealth Management’s Pool Corp POOL Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$197K	Buy	579 +53	+10%	+$19.3K	0.04%	166
2024 Q3	$198K	Buy	526 +114	+28%	+$39.4K	0.04%	168
2024 Q2	$126K	Buy	412 +3	+0.7%	+$1.09K	0.03%	211
2024 Q1	$165K	Buy	409 +50	+14%	+$19.5K	0.03%	178
2023 Q4	$143K	Buy	359 +20	+6%	+$7.01K	0.03%	185
2023 Q3	$121K	Buy	339 +61	+22%	+$22.2K	0.03%	187
2023 Q2	$104K	Buy	278 +50	+22%	+$17.1K	0.02%	202
2023 Q1	$78.4K	Buy	228 +37	+19%	+$13.1K	0.02%	228
2022 Q4	$57.7K	Buy	191 +4	+2%	+$1.27K	0.01%	266
2022 Q3	$60K	Buy	187 +17	+10%	+$6.07K	0.02%	262
2022 Q2	$60K	Buy	170 +29	+21%	+$11.5K	0.02%	258
2022 Q1	$60K	Buy	141 +29	+26%	+$13.5K	0.01%	257
2021 Q4	$63K	Buy	112 +63	+129%	+$33K	0.01%	261
2021 Q3	$21K	Buy	49 +32	+188%	+$15.2K	0.01%	417
2021 Q2	$8K	Buy	+17	New	+$7.16K	﹤0.01%	533

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management's POOL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Pool Corp (POOL) stake by 10% in Q4 2024, buying an estimated $19.3K and bringing the position to 579 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #166.

Sugarloaf Wealth Management first reported a position in POOL in Q2 2021 and has held it in 15 quarters since. The position peaked at $198K in Q3 2024. 739 funds tracked by Wall St. Rank hold POOL as of Q4 2024.

Sugarloaf Wealth Management held 579 shares of Pool Corp worth $197K as of Q4 2024.
Sugarloaf Wealth Management bought 53 Pool Corp shares in Q4 2024, an estimated $19.3K.
Pool Corp made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #166 holding.
Sugarloaf Wealth Management first reported a position in Pool Corp in Q2 2021 and has held it in 15 quarters since.
Sugarloaf Wealth Management's Pool Corp position peaked at $198K in Q3 2024.
739 funds tracked by Wall St. Rank held Pool Corp as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.