UBS O'Connor’s Pool Corp POOL Stock Holding History

UBS O'Connor’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
2025 Q2	–	Sell	-7,724	Closed	-$2.46M	–	441
2025 Q1	$2.46M	Buy	+7,724	New	+$2.62M	0.06%	108
2024 Q1	–	Sell	-8,900	Closed	-$3.55M	–	582
2023 Q4	$3.55M	Buy	+8,900	New	+$3.12M	0.11%	99

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS O'Connor's POOL Position: Q2 2025 in Review

UBS O'Connor sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 7,724 shares — an estimated $2.46M sold.

UBS O'Connor first reported a position in POOL in Q4 2023 and held it in 2 quarters. The position peaked at $3.55M in Q4 2023. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

UBS O'Connor reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 7,724 Pool Corp shares in Q2 2025, an estimated $2.46M.
UBS O'Connor first reported a position in Pool Corp in Q4 2023 and held it in 2 quarters.
UBS O'Connor's Pool Corp position peaked at $3.55M in Q4 2023.
721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.