Institutional & Family Asset Management’s Coty COTY Stock Holding History

Institutional & Family Asset 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
2024 Q2	$11.5K	Buy	1,144 +239	+26%	+$2.56K	﹤0.01%	400
2024 Q1	$10.8K	Sell	905 -15	-2%	-$183	﹤0.01%	397
2023 Q4	$11.4K	Sell	920 -15	-2%	-$162	﹤0.01%	376
2023 Q3	$10.3K	Hold	935	–	–	﹤0.01%	372
2023 Q2	$11.5K	Buy	935 +17	+2%	+$201	﹤0.01%	371
2023 Q1	$11.1K	Sell	918 -28	-3%	-$296	﹤0.01%	370
2022 Q4	$8.1K	Hold	946	–	–	﹤0.01%	397
2022 Q3	$6K	Hold	946	–	–	﹤0.01%	443
2022 Q2	$8K	Hold	946	–	–	﹤0.01%	415
2022 Q1	$9K	Buy	946 +357	+61%	+$3.18K	﹤0.01%	452
2021 Q4	$6K	Buy	+589	New	+$5.53K	﹤0.01%	520

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Institutional & Family Asset Management's COTY Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Coty (COTY) stake by 26% in Q2 2024, buying an estimated $2.56K and bringing the position to 1,144 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Institutional & Family Asset Management first reported a position in COTY in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.5K in Q2 2023. 323 funds tracked by Wall St. Rank hold COTY as of Q2 2024.

Institutional & Family Asset Management held 1,144 shares of Coty worth $11.5K as of Q2 2024.
Institutional & Family Asset Management bought 239 Coty shares in Q2 2024, an estimated $2.56K.
Coty made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #400 holding.
Institutional & Family Asset Management first reported a position in Coty in Q4 2021 and has held it in 11 quarters since.
Institutional & Family Asset Management's Coty position peaked at $11.5K in Q2 2023.
323 funds tracked by Wall St. Rank held Coty as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.