AIM
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Access Investment Management’s Koppers KOP Stock Holding History

Access Investment Management’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,560
Closed -$1.3M – 104
2024
Q1 		$1.3M Buy
23,560
+30
+0.1% +$1.55K 0.43% 44
2023
Q4 		$1.21M Buy
+23,530
New +$984K 0.45% 42

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Access Investment Management's KOP Position: Q2 2024 in Review

Access Investment Management sold out of Koppers (KOP) in Q2 2024, closing a stake of 23,560 shares — an estimated $1.3M sold.

Access Investment Management first reported a position in KOP in Q4 2023 and held it in 2 quarters. The position peaked at $1.3M in Q1 2024. 184 funds tracked by Wall St. Rank hold KOP as of Q2 2024.

  • Access Investment Management reported no remaining Koppers position as of Q2 2024 after selling out during the quarter.
  • Access Investment Management sold 23,560 Koppers shares in Q2 2024, an estimated $1.3M.
  • Access Investment Management first reported a position in Koppers in Q4 2023 and held it in 2 quarters.
  • Access Investment Management's Koppers position peaked at $1.3M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Koppers as of Q2 2024.

Based on Access Investment Management's 13F filing for Q2 2024, filed 26 Jul 2024.