Forum Financial Management’s Coty COTY Stock Holding History

Forum Financial Management’s Portfolio COTY Stock Details COTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,418	Closed	-$78.9K	–	960
2025 Q1	$78.9K	Hold	14,418	–	–	﹤0.01%	855
2024 Q4	$100K	Sell	14,418 -27	-0.2%	-$208	﹤0.01%	879
2024 Q3	$136K	Buy	14,445 +1	+0%	+$10	﹤0.01%	742
2024 Q2	$145K	Buy	14,444 +26	+0.2%	+$278	﹤0.01%	688
2024 Q1	$172K	Sell	14,418 -2	-0%	-$24	﹤0.01%	713
2023 Q4	$179K	Buy	14,420 +431	+3%	+$4.66K	﹤0.01%	658
2023 Q3	$153K	Hold	13,989	–	–	﹤0.01%	604
2023 Q2	$172K	Hold	13,989	–	–	﹤0.01%	622
2023 Q1	$169K	Hold	13,989	–	–	﹤0.01%	584
2022 Q4	$120K	Sell	13,989 -4,633	-25%	-$34K	﹤0.01%	567
2022 Q3	$118K	Buy	+18,622	New	+$141K	0.01%	513
2022 Q2	–	Sell	-15,692	Closed	-$141K	–	597
2022 Q1	$141K	Buy	+15,692	New	+$140K	0.01%	586

Other funds holding COTY

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

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return