VitalStone Financial’s Pool Corp POOL Stock Holding History

VitalStone Financial’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	-4	Closed	-$1K	–	581
2023 Q2	$1K	Buy	+4	New	+$1.37K	﹤0.01%	870

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VitalStone Financial's POOL Position: Q3 2023 in Review

VitalStone Financial sold out of Pool Corp (POOL) in Q3 2023, closing a stake of 4 shares — an estimated $1K sold.

VitalStone Financial first reported a position in POOL in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 723 funds tracked by Wall St. Rank hold POOL as of Q3 2023.

VitalStone Financial reported no remaining Pool Corp position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 4 Pool Corp shares in Q3 2023, an estimated $1K.
VitalStone Financial first reported a position in Pool Corp in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Pool Corp position peaked at $1K in Q2 2023.
723 funds tracked by Wall St. Rank held Pool Corp as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.