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POOL icon

Veritable’s Pool Corp POOL Stock Holding History

Veritable’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
Q3 		– Sell
-893
Closed -$335K – 602
2023
Q2 		$335K Sell
893
-286
-24% -$97.8K 0.01% 665
2023
Q1 		$404K Sell
1,179
-187
-14% -$66.4K 0.01% 601
2022
Q4 		$413K Sell
1,366
-92
-6% -$29.1K 0.01% 576
2022
Q3 		$464K Hold
1,458
– – 0.01% 518
2022
Q2 		$512K Buy
1,458
+269
+23% +$107K 0.01% 534
2022
Q1 		$503K Buy
1,189
+135
+13% +$63K 0.01% 563
2021
Q4 		$597K Sell
1,054
-28
-3% -$14.7K 0.01% 514
2021
Q3 		$470K Sell
1,082
-61
-5% -$28.9K 0.01% 565
2021
Q2 		$524K Sell
1,143
-2
-0.2% -$842 0.01% 531
2021
Q1 		$395K Buy
1,145
+227
+25% +$79.1K 0.01% 569
2020
Q4 		$342K Sell
918
-121
-12% -$42.2K 0.01% 594
2020
Q3 		$348K Buy
+1,039
New +$321K 0.01% 549

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Veritable's POOL Position: Q3 2023 in Review

Veritable sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 893 shares — an estimated $335K sold.

Veritable first reported a position in POOL in Q3 2020 and held it in 12 quarters. The position peaked at $597K in Q4 2021. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

  • Veritable reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 893 Pool Corp shares in Q3 2023, an estimated $335K.
  • Veritable first reported a position in Pool Corp in Q3 2020 and held it in 12 quarters.
  • Veritable's Pool Corp position peaked at $597K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.