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FormulaFolio Investments’s Cooper Companies COO Stock Holding History

FormulaFolio 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
2021
Q2 		$10K Hold
104
– – ﹤0.01% 264
2021
Q1 		$10K Buy
+104
New +$9.87K ﹤0.01% 263
2019
Q4 		– Sell
-7,680
Closed -$570K – 365
2019
Q3 		$570K Buy
+7,680
New +$619K 0.02% 212

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FormulaFolio Investments's COO Position: Q2 2021 in Review

FormulaFolio Investments held its Cooper Companies (COO) position steady in Q2 2021 at 104 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

FormulaFolio Investments first reported a position in COO in Q3 2019 and has held it in 3 quarters since. The position peaked at $570K in Q3 2019. 554 funds tracked by Wall St. Rank hold COO as of Q2 2021.

  • FormulaFolio Investments held 104 shares of Cooper Companies worth $10K as of Q2 2021.
  • FormulaFolio Investments left its Cooper Companies share count unchanged in Q2 2021.
  • Cooper Companies made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #264 holding.
  • FormulaFolio Investments first reported a position in Cooper Companies in Q3 2019 and has held it in 3 quarters since.
  • FormulaFolio Investments's Cooper Companies position peaked at $570K in Q3 2019.
  • 554 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.