Berman Capital Advisors’s Cooper Companies COO Stock Holding History

Berman Capital Advisors’s Portfolio COO Stock Details COO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$73K	Buy	716 +228	+47%	+$24.3K	0.01%	537
2021 Q2	$48K	Buy	488 +36	+8%	+$3.53K	0.01%	596
2021 Q1	$43K	Sell	452 -76	-14%	-$7.21K	0.01%	530
2020 Q4	$46K	Buy	528 +104	+25%	+$8.92K	0.01%	425
2020 Q3	$35K	Hold	424	–	–	0.01%	437
2020 Q2	$29K	Buy	424 +16	+4%	+$1.19K	0.01%	447
2020 Q1	$27K	Buy	408 +20	+5%	+$1.63K	0.01%	421
2019 Q4	$31K	Hold	388	–	–	0.01%	421
2019 Q3	$28K	Hold	388	–	–	0.01%	415
2019 Q2	$32K	Buy	388 +20	+5%	+$1.5K	0.01%	397
2019 Q1	$27K	Buy	368 +92	+33%	+$6.42K	0.01%	388
2018 Q4	$17K	Buy	+276	New	+$17.9K	0.01%	410

Other funds holding COO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors's COO Position: Q3 2021 in Review

Berman Capital Advisors increased its Cooper Companies (COO) stake by 47% in Q3 2021, buying an estimated $24.3K and bringing the position to 716 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #537.

Berman Capital Advisors first reported a position in COO in Q4 2018 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold COO as of Q3 2021.

Berman Capital Advisors held 716 shares of Cooper Companies worth $73K as of Q3 2021.
Berman Capital Advisors bought 228 Cooper Companies shares in Q3 2021, an estimated $24.3K.
Cooper Companies made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #537 holding.
Berman Capital Advisors first reported a position in Cooper Companies in Q4 2018 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.