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Wellington Shields Capital Management’s Pool Corp POOL Stock Holding History

Wellington Shields Capital Management’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
2022
Q2 		– Sell
-525
Closed -$222K – 319
2022
Q1 		$222K Buy
+525
New +$245K 0.02% 241
2021
Q3 		– Sell
-525
Closed -$241K – 290
2021
Q2 		$241K Buy
+525
New +$221K 0.03% 265

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Shields Capital Management's POOL Position: Q2 2022 in Review

Wellington Shields Capital Management sold out of Pool Corp (POOL) in Q2 2022, closing a stake of 525 shares — an estimated $222K sold.

Wellington Shields Capital Management first reported a position in POOL in Q2 2021 and held it in 2 quarters. The position peaked at $241K in Q2 2021. 671 funds tracked by Wall St. Rank hold POOL as of Q2 2022.

  • Wellington Shields Capital Management reported no remaining Pool Corp position as of Q2 2022 after selling out during the quarter.
  • Wellington Shields Capital Management sold 525 Pool Corp shares in Q2 2022, an estimated $222K.
  • Wellington Shields Capital Management first reported a position in Pool Corp in Q2 2021 and held it in 2 quarters.
  • Wellington Shields Capital Management's Pool Corp position peaked at $241K in Q2 2021.
  • 671 funds tracked by Wall St. Rank held Pool Corp as of Q2 2022.

Based on Wellington Shields Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.