DI
COO icon

Disciplined Investments’s Cooper Companies COO Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-16
Closed -$1.53K – 406
2023
Q2 		$1.53K Sell
16
-4
-20% -$375 ﹤0.01% 771
2023
Q1 		$1.87K Buy
20
+4
+25% +$344 ﹤0.01% 694
2022
Q4 		$1.32K Buy
16
+8
+100% +$590 ﹤0.01% 779
2022
Q3 		$1K Sell
8
-8
-50% -$613 ﹤0.01% 843
2022
Q2 		$1K Hold
16
– – ﹤0.01% 853
2022
Q1 		$2K Buy
+16
New +$1.61K ﹤0.01% 663

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's COO Position: Q3 2023 in Review

Disciplined Investments sold out of Cooper Companies (COO) in Q3 2023, closing a stake of 16 shares — an estimated $1.53K sold.

Disciplined Investments first reported a position in COO in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 581 funds tracked by Wall St. Rank hold COO as of Q3 2023.

  • Disciplined Investments reported no remaining Cooper Companies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Cooper Companies shares in Q3 2023, an estimated $1.53K.
  • Disciplined Investments first reported a position in Cooper Companies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cooper Companies position peaked at $2K in Q1 2022.
  • 581 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.