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Forum Financial Management’s Cooper Companies COO Stock Holding History

Forum Financial Management’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
2025
Q3 		– Sell
-4,913
Closed -$350K – 1018
2025
Q2 		$350K Sell
4,913
-520
-10% -$39.8K 0.01% 576
2025
Q1 		$458K Buy
5,433
+1,593
+41% +$143K 0.01% 407
2024
Q4 		$353K Buy
3,840
+1,988
+107% +$203K 0.01% 522
2024
Q3 		$204K Buy
+1,852
New +$180K ﹤0.01% 716
2024
Q1 		– Sell
-2,128
Closed -$201K – 746
2023
Q4 		$201K Buy
+2,128
New +$179K ﹤0.01% 644
2023
Q3 		– Sell
-2,128
Closed -$204K – 649
2023
Q2 		$204K Buy
+2,128
New +$200K ﹤0.01% 608

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return