Yorktown Management & Research Company’s Pool Corp POOL Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-1,410	Closed	-$569K	–	227
2024 Q1	$569K	Hold	1,410	–	–	0.54%	50
2023 Q4	$562K	Hold	1,410	–	–	0.59%	49
2023 Q3	$502K	Hold	1,410	–	–	0.56%	49
2023 Q2	$528K	Hold	1,410	–	–	0.57%	61
2023 Q1	$483K	Hold	1,410	–	–	0.52%	73
2022 Q4	$426K	Buy	+1,410	New	+$447K	0.52%	72
2022 Q3	–	Sell	-1,635	Closed	-$574K	–	218
2022 Q2	$574K	Hold	1,635	–	–	0.74%	33
2022 Q1	$691K	Hold	1,635	–	–	0.59%	45
2021 Q4	$925K	Hold	1,635	–	–	0.62%	31
2021 Q3	$710K	Buy	1,635 +1,100	+206%	+$521K	0.53%	42
2021 Q2	$245K	Buy	+535	New	+$225K	0.19%	224

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's POOL Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 1,410 shares — an estimated $569K sold.

Yorktown Management & Research Company first reported a position in POOL in Q2 2021 and held it in 11 quarters. The position peaked at $925K in Q4 2021. 741 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

Yorktown Management & Research Company reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 1,410 Pool Corp shares in Q2 2024, an estimated $569K.
Yorktown Management & Research Company first reported a position in Pool Corp in Q2 2021 and held it in 11 quarters.
Yorktown Management & Research Company's Pool Corp position peaked at $925K in Q4 2021.
741 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.