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WoodTrust Financial’s Pool Corp POOL Stock Holding History

WoodTrust 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
2025
Q1 		– Sell
-1,125
Closed -$384K – 178
2024
Q4 		$384K Sell
1,125
-2,350
-68% -$856K 0.05% 131
2024
Q3 		$1.31M Buy
3,475
+250
+8% +$86.5K 0.19% 75
2024
Q2 		$992K Buy
3,225
+248
+8% +$89.8K 0.15% 87
2024
Q1 		$1.2K Buy
2,977
+432
+17% +$169K 0.19% 81
2023
Q4 		$1.01M Sell
2,545
-255
-9% -$89.4K 0.17% 81
2023
Q3 		$997K Hold
2,800
– – 0.19% 78
2023
Q2 		$1.05M Hold
2,800
– – 0.19% 78
2023
Q1 		$959K Buy
2,800
+625
+29% +$222K 0.19% 77
2022
Q4 		$657K Buy
+2,175
New +$689K 0.14% 88

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

WoodTrust Financial's POOL Position: Q1 2025 in Review

WoodTrust Financial sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 1,125 shares — an estimated $384K sold.

WoodTrust Financial first reported a position in POOL in Q4 2022 and held it in 9 quarters. The position peaked at $1.31M in Q3 2024. 735 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • WoodTrust Financial reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • WoodTrust Financial sold 1,125 Pool Corp shares in Q1 2025, an estimated $384K.
  • WoodTrust Financial first reported a position in Pool Corp in Q4 2022 and held it in 9 quarters.
  • WoodTrust Financial's Pool Corp position peaked at $1.31M in Q3 2024.
  • 735 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.