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Unified Trust Company’s Pool Corp POOL Stock Holding History

Unified Trust Company’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
2021
Q3 		$293K Hold
674
– – 0.09% 71
2021
Q2 		$309K Hold
674
– – 0.09% 68
2021
Q1 		$232K Hold
674
– – 0.08% 71
2020
Q4 		$243K Hold
674
– – 0.14% 51
2020
Q3 		$225K Buy
+674
New +$208K 0.16% 52

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Unified Trust Company's POOL Position: Q3 2021 in Review

Unified Trust Company held its Pool Corp (POOL) position steady in Q3 2021 at 674 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #71.

Unified Trust Company first reported a position in POOL in Q3 2020 and has held it in 5 quarters since. The position peaked at $309K in Q2 2021. 693 funds tracked by Wall St. Rank hold POOL as of Q3 2021.

  • Unified Trust Company held 674 shares of Pool Corp worth $293K as of Q3 2021.
  • Unified Trust Company left its Pool Corp share count unchanged in Q3 2021.
  • Pool Corp made up 0.09% of Unified Trust Company's portfolio in Q3 2021, its #71 holding.
  • Unified Trust Company first reported a position in Pool Corp in Q3 2020 and has held it in 5 quarters since.
  • Unified Trust Company's Pool Corp position peaked at $309K in Q2 2021.
  • 693 funds tracked by Wall St. Rank held Pool Corp as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.