Covestor’s Koppers KOP Stock Holding History

Covestor’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
2026 Q1	$1K	Buy	32 +1	+3%	+$33	﹤0.01%	2070
2025 Q4	$1K	Buy	31 +4	+15%	+$112	﹤0.01%	2092
2025 Q3	$1K	Sell	27 -13	-33%	-$400	﹤0.01%	2110
2025 Q2	$1K	Sell	40 -4	-9%	-$115	﹤0.01%	2033
2025 Q1	$1K	Sell	44 -3	-6%	-$90	﹤0.01%	2018
2024 Q4	$2K	Buy	47 +4	+9%	+$143	﹤0.01%	1895
2024 Q3	$2K	Buy	43 +31	+258%	+$1.16K	﹤0.01%	1831
2024 Q2	$0	Buy	12 +3	+33%	+$140	﹤0.01%	2500
2024 Q1	$1K	Buy	9 +7	+350%	+$362	﹤0.01%	2013
2023 Q4	$0	Buy	+2	New	+$84	﹤0.01%	2437
2023 Q2	–	Sell	-46	Closed	-$2K	–	2412
2023 Q1	$2K	Sell	46 -45	-49%	-$1.5K	﹤0.01%	1765
2022 Q4	$3K	Sell	91 -74	-45%	-$2K	﹤0.01%	1702
2022 Q3	$3K	Buy	165 +67	+68%	+$1.54K	﹤0.01%	1623
2022 Q2	$2K	Sell	98 -5	-5%	-$127	﹤0.01%	1615
2022 Q1	$3K	Buy	103 +36	+54%	+$1.06K	﹤0.01%	1612
2021 Q4	$2K	Buy	+67	New	+$2.19K	﹤0.01%	1555

Other funds holding KOP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

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

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

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

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return

LSV Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM