CPIG
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Chicago Partners Investment Group’s Cooper Companies COO Stock Holding History

Chicago Partners Investment Group’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
2026
Q1 		$686K Buy
10,250
+7,672
+298% +$607K 0.02% 713
2025
Q4 		$210K Buy
+2,578
New +$193K 0.01% 1213
2018
Q4 		– Sell
-360
Closed -$22K – 441
2018
Q3 		$22K Hold
360
– – ﹤0.01% 667
2018
Q2 		$21K Hold
360
– – ﹤0.01% 647
2018
Q1 		$21K Hold
360
– – ﹤0.01% 619
2017
Q4 		$20K Hold
360
– – ﹤0.01% 620
2017
Q3 		$21K Hold
360
– – ﹤0.01% 616
2017
Q2 		$22K Buy
+360
New +$19.6K 0.01% 503

Other funds holding COO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return