Cerity Partners’s Mr. Cooper COOP Stock Holding History

Cerity Partners’s Portfolio COOP Stock Details COOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,525	Closed	-$430K	–	2504
2024 Q4	$430K	Buy	+4,525	New	+$430K	﹤0.01%	1847
2023 Q2	–	Sell	-276	Closed	-$773K	–	1700
2023 Q1	$773K	Buy	+276	New	+$12.1K	﹤0.01%	1090

Other funds holding COOP

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Cerity Partners's COOP Position: Q1 2025 in Review

Cerity Partners sold out of Mr. Cooper (COOP) in Q1 2025, closing a stake of 4,525 shares — an estimated $430K sold.

Cerity Partners first reported a position in COOP in Q1 2023 and held it in 2 quarters. The position peaked at $773K in Q1 2023. 390 funds tracked by Wall St. Rank hold COOP as of Q1 2025.

Cerity Partners reported no remaining Mr. Cooper position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 4,525 Mr. Cooper shares in Q1 2025, an estimated $430K.
Cerity Partners first reported a position in Mr. Cooper in Q1 2023 and held it in 2 quarters.
Cerity Partners's Mr. Cooper position peaked at $773K in Q1 2023.
390 funds tracked by Wall St. Rank held Mr. Cooper as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.