Westfield Capital Management
POOL icon

Westfield Capital Management’s Pool Corp POOL Stock Holding History

Westfield 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
2024
Q1 		– Sell
-125,017
Closed -$49.8M – 260
2023
Q4 		$49.8M Buy
125,017
+3,816
+3% +$1.34M 0.29% 136
2023
Q3 		$43.2M Sell
121,201
-77,440
-39% -$28.2M 0.29% 129
2023
Q2 		$74.4M Buy
198,641
+6,711
+3% +$2.29M 0.47% 77
2023
Q1 		$65.7M Buy
+191,930
New +$68.1M 0.46% 79
2021
Q4 		– Sell
-1,140
Closed -$495K – 259
2021
Q3 		$495K Hold
1,140
– – ﹤0.01% 230
2021
Q2 		$523K Buy
+1,140
New +$480K ﹤0.01% 234

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westfield Capital Management's POOL Position: Q1 2024 in Review

Westfield Capital Management sold out of Pool Corp (POOL) in Q1 2024, closing a stake of 125,017 shares — an estimated $49.8M sold.

Westfield Capital Management first reported a position in POOL in Q2 2021 and held it in 6 quarters. The position peaked at $74.4M in Q2 2023. 772 funds tracked by Wall St. Rank hold POOL as of Q1 2024.

  • Westfield Capital Management reported no remaining Pool Corp position as of Q1 2024 after selling out during the quarter.
  • Westfield Capital Management sold 125,017 Pool Corp shares in Q1 2024, an estimated $49.8M.
  • Westfield Capital Management first reported a position in Pool Corp in Q2 2021 and held it in 6 quarters.
  • Westfield Capital Management's Pool Corp position peaked at $74.4M in Q2 2023.
  • 772 funds tracked by Wall St. Rank held Pool Corp as of Q1 2024.

Based on Westfield Capital Management's 13F filing for Q1 2024, filed 10 May 2024.