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Telemus Capital’s Pool Corp POOL Stock Holding History

Telemus Capital’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 		$4.77M Buy
11,972
+1,799
+18% +$631K 0.39% 66
2023
Q3 		$3.62M Sell
10,173
-108
-1% -$39.3K 0.34% 72
2023
Q2 		$3.85M Buy
10,281
+1,993
+24% +$681K 0.33% 75
2023
Q1 		$2.84M Buy
+8,288
New +$2.94M 0.25% 92
2018
Q1 		– Sell
-132
Closed -$17K – 517
2017
Q4 		$17K Buy
+132
New +$16K ﹤0.01% 479

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Telemus Capital's POOL Position: Q4 2023 in Review

Telemus Capital increased its Pool Corp (POOL) stake by 18% in Q4 2023, buying an estimated $631K and bringing the position to 11,972 shares worth $4.77M. The position accounts for 0.39% of the portfolio, ranked #66.

Telemus Capital first reported a position in POOL in Q4 2017 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

  • Telemus Capital held 11,972 shares of Pool Corp worth $4.77M as of Q4 2023.
  • Telemus Capital bought 1,799 Pool Corp shares in Q4 2023, an estimated $631K.
  • Pool Corp made up 0.39% of Telemus Capital's portfolio in Q4 2023, its #66 holding.
  • Telemus Capital first reported a position in Pool Corp in Q4 2017 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.