FG
KOP icon

Formula Growth’s Koppers KOP Stock Holding History

Formula Growth’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
2020
Q3 		– Sell
-178,982
Closed -$3.37M – 158
2020
Q2 		$3.37M Buy
+178,982
New +$2.72M 0.57% 50
2019
Q2 		– Sell
-25,000
Closed -$650K – 156
2019
Q1 		$650K Sell
25,000
-346,500
-93% -$8.15M 0.09% 133
2018
Q4 		$6.33M Buy
+371,500
New +$8.74M 1.04% 28

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Formula Growth's KOP Position: Q3 2020 in Review

Formula Growth sold out of Koppers (KOP) in Q3 2020, closing a stake of 178,982 shares — an estimated $3.37M sold.

Formula Growth first reported a position in KOP in Q4 2018 and held it in 3 quarters. The position peaked at $6.33M in Q4 2018. 141 funds tracked by Wall St. Rank hold KOP as of Q3 2020.

  • Formula Growth reported no remaining Koppers position as of Q3 2020 after selling out during the quarter.
  • Formula Growth sold 178,982 Koppers shares in Q3 2020, an estimated $3.37M.
  • Formula Growth first reported a position in Koppers in Q4 2018 and held it in 3 quarters.
  • Formula Growth's Koppers position peaked at $6.33M in Q4 2018.
  • 141 funds tracked by Wall St. Rank held Koppers as of Q3 2020.

Based on Formula Growth's 13F filing for Q3 2020, filed 16 Nov 2020.