Advisory Research’s Koppers KOP Stock Holding History

Advisory Research’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 Q1	–	Sell	-9,892	Closed	-$507K	–	247
2023 Q4	$507K	Buy	+9,892	New	+$414K	0.08%	236

Other funds holding KOP

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisory Research's KOP Position: Q1 2024 in Review

Advisory Research sold out of Koppers (KOP) in Q1 2024, closing a stake of 9,892 shares — an estimated $507K sold.

Advisory Research first reported a position in KOP in Q4 2023 and held it in 1 quarter. The position peaked at $507K in Q4 2023. 183 funds tracked by Wall St. Rank hold KOP as of Q1 2024.

Advisory Research reported no remaining Koppers position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 9,892 Koppers shares in Q1 2024, an estimated $507K.
Advisory Research first reported a position in Koppers in Q4 2023 and held it in 1 quarter.
Advisory Research's Koppers position peaked at $507K in Q4 2023.
183 funds tracked by Wall St. Rank held Koppers as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.