InceptionR’s Koppers KOP Stock Holding History

InceptionR’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
2025 Q1	–	Sell	-9,246	Closed	-$300K	–	706
2024 Q4	$300K	Buy	9,246 +2,945	+47%	+$105K	0.07%	456
2024 Q3	$230K	Buy	+6,301	New	+$235K	0.06%	540

Other funds holding KOP

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

InceptionR's KOP Position: Q1 2025 in Review

InceptionR sold out of Koppers (KOP) in Q1 2025, closing a stake of 9,246 shares — an estimated $300K sold.

InceptionR first reported a position in KOP in Q3 2024 and held it in 2 quarters. The position peaked at $300K in Q4 2024. 185 funds tracked by Wall St. Rank hold KOP as of Q1 2025.

InceptionR reported no remaining Koppers position as of Q1 2025 after selling out during the quarter.
InceptionR sold 9,246 Koppers shares in Q1 2025, an estimated $300K.
InceptionR first reported a position in Koppers in Q3 2024 and held it in 2 quarters.
InceptionR's Koppers position peaked at $300K in Q4 2024.
185 funds tracked by Wall St. Rank held Koppers as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.