Suncoast Equity Management’s Pool Corp POOL Stock Holding History

Suncoast Equity 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
2023 Q4	–	Sell	-1,225	Closed	-$436K	–	76
2023 Q3	$436K	Sell	1,225 -10	-0.8%	-$3.64K	0.07%	50
2023 Q2	$463K	Buy	1,235 +10	+0.8%	+$3.42K	0.07%	53
2023 Q1	$419K	Sell	1,225 -400	-25%	-$142K	0.07%	56
2022 Q4	$491K	Sell	1,625 -405	-20%	-$128K	0.09%	40
2022 Q3	$646K	Sell	2,030 -255	-11%	-$91K	0.13%	30
2022 Q2	$803K	Buy	2,285 +140	+7%	+$55.5K	0.14%	29
2022 Q1	$907K	Buy	2,145 +1,315	+158%	+$614K	0.13%	30
2021 Q4	$470K	Buy	830 +80	+11%	+$41.9K	0.06%	33
2021 Q3	$326K	Buy	750 +105	+16%	+$49.8K	0.05%	36
2021 Q2	$296K	Hold	645	–	–	0.04%	40
2021 Q1	$223K	Hold	645	–	–	0.03%	42
2020 Q4	$240K	Buy	+645	New	+$225K	0.04%	42
2020 Q1	–	Sell	-1,060	Closed	-$225K	–	51
2019 Q4	$225K	Buy	+1,060	New	+$219K	0.04%	49

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

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

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

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

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

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

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

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

Suncoast Equity Management's POOL Position: Q4 2023 in Review

Suncoast Equity Management sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 1,225 shares — an estimated $436K sold.

Suncoast Equity Management first reported a position in POOL in Q4 2019 and held it in 13 quarters. The position peaked at $907K in Q1 2022. 758 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

Suncoast Equity Management reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
Suncoast Equity Management sold 1,225 Pool Corp shares in Q4 2023, an estimated $436K.
Suncoast Equity Management first reported a position in Pool Corp in Q4 2019 and held it in 13 quarters.
Suncoast Equity Management's Pool Corp position peaked at $907K in Q1 2022.
758 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Suncoast Equity Management's 13F filing for Q4 2023, filed 30 Jan 2024.