YHB Investment Advisors’s Pool Corp POOL Stock Holding History

YHB Investment Advisors’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 Q4	–	Sell	-739	Closed	-$263K	–	276
2023 Q3	$263K	Hold	739	–	–	0.02%	233
2023 Q2	$277K	Hold	739	–	–	0.03%	231
2023 Q1	$253K	Sell	739 -45	-6%	-$16K	0.03%	248
2022 Q4	$237K	Hold	784	–	–	0.03%	260
2022 Q3	$249K	Hold	784	–	–	0.03%	240
2022 Q2	$275K	Hold	784	–	–	0.03%	231
2022 Q1	$332K	Sell	784 -115	-13%	-$53.7K	0.03%	228
2021 Q4	$509K	Sell	899 -3	-0.3%	-$1.57K	0.04%	209
2021 Q3	$392K	Hold	902	–	–	0.03%	220
2021 Q2	$414K	Hold	902	–	–	0.04%	216
2021 Q1	$345K	Buy	902 +52	+6%	+$18.1K	0.03%	226
2020 Q4	$317K	Sell	850 -41	-5%	-$14.3K	0.03%	231
2020 Q3	$298K	Buy	+891	New	+$276K	0.03%	216
2019 Q2	–	Sell	-1,243	Closed	-$205K	–	195
2019 Q1	$205K	Buy	+1,243	New	+$193K	0.03%	190

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

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

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

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

YHB Investment Advisors's POOL Position: Q4 2023 in Review

YHB Investment Advisors sold out of Pool Corp (POOL) in Q4 2023, closing a stake of 739 shares — an estimated $263K sold.

YHB Investment Advisors first reported a position in POOL in Q1 2019 and held it in 14 quarters. The position peaked at $509K in Q4 2021. 759 funds tracked by Wall St. Rank hold POOL as of Q4 2023.

YHB Investment Advisors reported no remaining Pool Corp position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 739 Pool Corp shares in Q4 2023, an estimated $263K.
YHB Investment Advisors first reported a position in Pool Corp in Q1 2019 and held it in 14 quarters.
YHB Investment Advisors's Pool Corp position peaked at $509K in Q4 2021.
759 funds tracked by Wall St. Rank held Pool Corp as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.