Surevest’s Pool Corp POOL Stock Holding History

Surevest’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 Q3	$1K	Hold	2	–	–	﹤0.01%	479
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	522
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	493
2021 Q4	$1K	Buy	+2	New	+$1.05K	﹤0.01%	501

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Surevest's POOL Position: Q3 2022 in Review

Surevest held its Pool Corp (POOL) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Surevest first reported a position in POOL in Q4 2021 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold POOL as of Q3 2022.

Surevest held 2 shares of Pool Corp worth $1K as of Q3 2022.
Surevest left its Pool Corp share count unchanged in Q3 2022.
Pool Corp made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #479 holding.
Surevest first reported a position in Pool Corp in Q4 2021 and has held it in 4 quarters since.
652 funds tracked by Wall St. Rank held Pool Corp as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.