CSat Investment Advisory’s Cooper Companies COO Stock Holding History

CSat Investment Advisory’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 Q1	$46K	Buy	480 +64	+15%	+$6.07K	0.04%	211
2020 Q4	$38K	Sell	416 -1,080	-72%	-$92.7K	0.04%	206
2020 Q3	$126K	Sell	1,496 -20	-1%	-$1.53K	0.01%	383
2020 Q2	$108K	Buy	1,516 +220	+17%	+$16.3K	0.01%	440
2020 Q1	$89K	Buy	1,296 +452	+54%	+$36.8K	0.02%	366
2019 Q4	$68K	Buy	844 +132	+19%	+$9.95K	0.02%	500
2019 Q3	$53K	Buy	712 +120	+20%	+$9.68K	0.02%	510
2019 Q2	$50K	Buy	592 +304	+106%	+$22.9K	0.02%	519
2019 Q1	$21K	Sell	288 -40	-12%	-$2.79K	0.01%	302
2018 Q4	$21K	Buy	328 +76	+30%	+$4.92K	0.01%	262
2018 Q3	$17K	Hold	252	–	–	0.01%	250
2018 Q2	$15K	Buy	+252	New	+$14.4K	0.01%	256

Other funds holding COO

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

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

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

VAM

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

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

GIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's COO Position: Q1 2021 in Review

CSat Investment Advisory increased its Cooper Companies (COO) stake by 15% in Q1 2021, buying an estimated $6.07K and bringing the position to 480 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #211.

CSat Investment Advisory first reported a position in COO in Q2 2018 and has held it in 12 quarters since. The position peaked at $126K in Q3 2020. 561 funds tracked by Wall St. Rank hold COO as of Q1 2021.

CSat Investment Advisory held 480 shares of Cooper Companies worth $46K as of Q1 2021.
CSat Investment Advisory bought 64 Cooper Companies shares in Q1 2021, an estimated $6.07K.
Cooper Companies made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #211 holding.
CSat Investment Advisory first reported a position in Cooper Companies in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Cooper Companies position peaked at $126K in Q3 2020.
561 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.